Timothy Welch, financial advisor Visalia CA

Timothy Welch

CRD Number: 4199017
Current Firm: Raymond James Financial Services Advisors, Inc.

Timothy Welch (CRD# 4199017) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Visalia, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Central Valley Investment Services Visalia, CA May 2021 - Current 2
Central Valley Community Bank Visalia, CA May 2021 - Current 2
Raymond James Financial Services, Inc. Madera, CA Nov 2017 - Current 6
Raymond James Financial Services Advisors Inc. Madera, CA Nov 2017 - Current 6
Rental Real Estate Fresno, CA Nov 2017 - Current 6
Central Valley Community Bank Visalia, CA Nov 2017 - Apr 2021 3
Investment Centers Of America/ Central Valley Community Bank Madera, CA Jun 2017 - Nov 2017 < 1
Principal Securities, Inc. Fresno, CA Dec 2015 - Jun 2017 1
Unemployed Fresno, CA Jun 2015 - Dec 2015 < 1
Unionbanc Investment Services San Francisco, CA Jul 2000 - Jun 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Jun 2001
Contact Info for Timothy L. Welch
Phone Number: 727-567-3020
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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, VI, VT, WA, WI, WV, WY

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