Timothy KefferCRD Number: 6305076
Current Firm: Raymond James & Associates, Inc.
Timothy Keffer (CRD# 6305076) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lutherville-Timonium, MD and has over 2 years of experience in the finance industry.
Planning Solutions Group, LLC
Commonwealth Financial Network
Msi Financial Services, Inc.
|Raymond James & Associates, Inc.||Timonium, MD||Feb 2014 - Current||2|
|Roadnet Technologies, Inc.||Towson, MD||Apr 1997 - Feb 2014||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV