Timothy Webster, financial advisor Lindale TX
93 score

Timothy Webster

CRD Number: 1385553
Current Firm: Planmember Securities Corporation

Timothy Webster (CRD# 1385553) is an Investment Advisor Representative working at Planmember Securities Corporation in Lindale, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Compass Financial Services Granbury,, TX Oct 2013 - Current 3
Irm Distributors, Inc. Carpinteria, CA Jan 1999 - Current 17
Horizon Financial Houston/tyler, TX Aug 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1996
Contact Info for Timothy G. Webster
Phone Number: 805-684-1199
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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