Timothy Doll, financial advisor Keene NH

Timothy Doll

CRD Number: 3130351
Current Firm: Osaic Wealth, Inc.

Timothy Doll (CRD# 3130351) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Keene, NH and has over 23 years of experience in the finance industry.

Similar Advisors
Spencer Adams, financial advisor Keene NH
Spencer Adams
CRD# 7047829
Edward Jones
Similar Advisors
Michael Adrian, financial advisor Keene NH
Michael J. Adrian
CRD# 2285905
Archer Investment Corporation
Similar Advisors
Steven Amico, financial advisor Keene NH
Steven J. Amico
CRD# 4309276
Cetera Investment Advisers LLC
Company Name Location Dates Years
Royal Alliance Associates, Inc. Keene, NH Nov 2018 - Current 5
Financial Solutions Group Mt Pleasant, PA Jan 2011 - Current 13
Signator Investors, Inc. Bow, NH May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Keene, NH Jan 2011 - May 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Timothy D. Doll
Phone Number: 800-821-5100 EXT. 5389
Firm Website: https://www.sfcorps.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Timothy Doll and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.