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 3 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 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)