Timothy WilliamsonCRD Number: 4564355
Current Firm: U.s. Bancorp Investments, Inc.
Timothy Williamson (CRD# 4564355) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Los Angeles, CA and has over 14 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|U.s. Bancorp Investments, Inc.||Torrance, CA||Oct 2013 - Current||4|
|J.p. Morgan Securities LLC||Columbus, OH||Oct 2012 - Oct 2013||1|
|Jp Morgan Securities Inc.||Columbus, OH||Mar 2009 - Oct 2013||4|
|Chase Investment Services Corp.||Columbus, OH||Mar 2009 - Oct 2012||3|
|Wunderlich Securities, Inc.||Lewis Center, OH||Feb 2008 - Feb 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
Total Assets Under Management6,171MILLIONS
Total Number of Accounts27,543ACCOUNTS
Average Account Value$224,036
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, WY