Timothy ChisholmCRD Number: 2871455
Current Firm: Efficient Advisors
Timothy Chisholm (CRD# 2871455) is an Investment Advisor Representative working at Efficient Advisors in Newtown Square, PA and has over 25 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Raymond James Financial Services Advisors, Inc.
|Efficient Advisors||Newtown Square, PA||Jan 2018 - Current||5|
|Newsquare Capital||Newtown Square, PA||Mar 2015 - Current||8|
|Mml Investors Services, LLC||Newtown Square, PA||Mar 2017 - Dec 2017||< 1|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Jul 2016 - Dec 2017||1|
|Metlife Securities Inc.||Newtown Square, PA||Mar 2015 - Mar 2017||2|
|Brinker Capital||Berwyn, PA||Mar 2004 - Mar 2015||11|
|Brinker Capital Securities, Inc.||Berwyn, PA||Feb 2004 - Mar 2015||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2005|
Total Assets Under Management1,870MILLIONS
Total Number of Accounts12,950ACCOUNTS
Average Account Value$144,419
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.