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.
CRD# 2972218
Lpl Financial LLC
CRD# 5715758
Affinity Wealth Management LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- PA
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Total Assets Under Management1,870MILLIONS
-
Total Number of Accounts12,950ACCOUNTS
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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
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