Timothy Mohns (CRD# 2283719) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Naples, FL and has over 31 years of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fountain Wealth Management | Naperville, IL | Oct 2021 - Current | 2 |
| Wisdom For Wealth, Inc. | Naples, FL | Jan 2020 - Current | 4 |
| Windy Press | Naples, FL | Apr 2012 - Current | 12 |
| Mohns & Haller, Inc. | Naperville, IL | Dec 2009 - Current | 14 |
| Raymond James Financial Services Advisors, Inc. | Naperville, IL | Jan 2009 - Current | 15 |
| Raymond James Financial Services, Inc. | Naperville, IL | Nov 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
- FL
- IL
- IN
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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