Timothy HolterCRD Number: 5480869
Current Firm: Edward Jones
Timothy Holter (CRD# 5480869) is an Investment Advisor Representative working at Edward Jones in Maitland, FL and has over 2 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Edward Jones||St Louis, MO||Sep 2014 - Current||3|
|Florida Army National Guard||Orlando, FL||May 2011 - Current||6|
|Alliedbarton Security Services||Orlando, FL||Jan 2014 - Sep 2014||< 1|
|Amateur Athletic Union||Lake Buena Vista, FL||Mar 2013 - Nov 2013||< 1|
|Walt Disney World||Lake Buena Vista, FL||Jan 2013 - Mar 2013||< 1|
|Florida Technical College||Deland, FL||Jun 2012 - Aug 2012||< 1|
|Globaloptions, Inc.||Orlando, FL||May 2011 - Jun 2012||1|
|Us Nuclear Regulatory Commission||Rockville, MD||Aug 2009 - May 2011||1|
|Florida Army National Guard||Orlando, FL||Mar 2008 - Aug 2009||1|
|Edward Jones||Orlando, FL||Jan 2008 - Nov 2008||< 1|
|Unemployed||Orlando, FL||Aug 2007 - Jan 2008||< 1|
|American Premier Financial||Lake Mary, FL||Aug 2007 - Aug 2007||< 1|
|Us Army/florida Army National Guard||St. Augustine, FL||Feb 2002 - Aug 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)