Timothy Robertson (CRD# 6219244) is an Investment Advisor Representative working at The Financial Center, LLC in Novi, MI and has over 4 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
The Financial Center, LLC | Novi, MI | Sep 2020 - Current | 3 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2020 - Current | 3 |
Cambridge Investment Research | Fairfield, IA | Sep 2019 - Current | 4 |
Cambridge Investment Research | Fairfield, IA | Aug 2019 - Mar 2020 | < 1 |
Quicken Loans | Detroit, MI | Mar 2015 - Jun 2019 | 4 |
Department Of Defense | Quantico, VA | Jan 2015 - Mar 2015 | < 1 |
University Of Detroit | Student, MI | Aug 2010 - Dec 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- MI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, LA, MI
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.