Timothy Drake (CRD# 3208619) is an Investment Advisor Representative working at Pegasus Management Services LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pegasus Management Services LLC | King Of Prussia, PA | May 2021 - Current | 3 |
| Sowell Management | North Little Rock, AR | Feb 2021 - Jul 2021 | < 1 |
| Self-employed | West Chester, PA | Dec 2019 - Jan 2021 | 1 |
| The Vanguard Group | Malvern, PA | Jan 1999 - Nov 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- DE
- NJ
- PA
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts228ACCOUNTS
-
Average Account Value$93,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, DE, NJ, PA
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