Timothy RoseCRD Number: 7180900
Current Firm: Vanguard Advisers, Inc.
Timothy Rose (CRD# 7180900) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Raymond James Financial Services Advisors, Inc.
|The Vanguard Group, Inc.||Malvern, PA||Sep 2019 - Current||3|
|Unemployed||Scranton, PA||May 2019 - Sep 2019||< 1|
|Binghamton University||Binghamton, NY||Jun 2015 - May 2019||3|
|Scranton Prep||Scranton, PA||Sep 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2019|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management299,192MILLIONS
Total Number of Accounts634,470ACCOUNTS
Average Account Value$471,562
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, WY
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