Timothy Miller (CRD# 6458679) is an Investment Advisor Representative working at Quaker Wealth Management LLC in Moorestown, NJ and has over 6 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 |
|---|---|---|---|
| Quaker Wealth Management | Moorestown, NJ | Jul 2020 - Current | 3 |
| Bank Of America, N.a. | Mount Laurel, NJ | Apr 2017 - Jul 2020 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel, NJ | Oct 2015 - Jul 2020 | 4 |
| La Salle University | Philadelphia, PA | Aug 2012 - May 2016 | 3 |
| Northwestern Mutual | Mt. Laurel, NJ | May 2015 - Aug 2015 | < 1 |
| Transtar Moving | Moorestown, NJ | May 2014 - Aug 2014 | < 1 |
| A&m Landscping | Moorestown, NJ | Mar 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- NJ
-
Total Assets Under Management326MILLIONS
-
Total Number of Accounts1,039ACCOUNTS
-
Average Account Value$314,052
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, PA, TX
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