Timothy Thomas (CRD# 2870674) is an Investment Advisor Representative working at Members Wealth LLC in Media, PA and has over 25 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Wealth LLC | Media, PA | Aug 2023 - Current | < 1 |
| Members Wealth LLC | Media, PA | Dec 2022 - Current | 1 |
| Cs Planning Corp. | Portland, OR | Dec 2022 - Aug 2023 | < 1 |
| Integrative Investing | Santa Barbara, CA | Oct 2021 - Dec 2022 | 1 |
| Hoey Investments, Inc. | Santa Barbara, CA | Oct 2021 - Nov 2022 | 1 |
| Wealthcare Advisory Partners, LLC | Santa Barbara, CA | Jun 2020 - Sep 2021 | 1 |
| Integrative Investing | Santa Barbara, CA | Dec 2018 - Jul 2020 | 1 |
| Swell Athletic Club | Santa Barbara, CA | Jan 2012 - Mar 2020 | 8 |
| Cate School | Santa Barbara, CA | Jan 2012 - Mar 2020 | 8 |
| Hoey Investments | West Chester, PA | Feb 2018 - Jul 2019 | 1 |
| Self Employed | Santa Barbara, CA | Dec 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CA
- PA
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$392,469
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, PA
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