Walter Timby, financial advisor Newtown Square PA

Walter Timby

CRD Number: 3152290
Current Firm: Mml Investors Services, LLC

Walter Timby (CRD# 3152290) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Newtown Square, PA Mar 2017 - Current 7
Metlife Securities Inc. Newtown, PA Jan 2015 - Current 9
New England Securities Newtown Square, PA Nov 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Walter J. Timby
Phone Number: (413)737-8400
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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