Timothy TrussCRD Number: 3025932
Current Firm: The L. Warner Companies, Inc.
Timothy Truss (CRD# 3025932) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 11 years of experience in the finance industry.
Planning Solutions Group, LLC
Commonwealth Financial Network
Northwestern Mutual Investment Services,llc
|M Holdings Securities||Portland, OR||Apr 2009 - Current||7|
|The L. Warner Companies, Inc.||Timonium, MD||Mar 2009 - Current||7|
|Stanford Capital Management||Baltimore, MD||Nov 2008 - Mar 2009||< 1|
|Stanford Group Company||Baltimore, MD||Nov 2008 - Mar 2009||< 1|
|Citigroup Global Markets Inc.||Lutherville, MD||Sep 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2005|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management343MILLIONS
Total Number of Accounts230ACCOUNTS
Average Account Value$1,490,299
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, DC, FL, LA, MA, MD, NJ, NY, PA, TX, VA
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