Timothy Hall (CRD# 6890475) is an Investment Advisor Representative working at Commonwealth Financial Network in Olean, NY and has over 6 years of experience in the finance industry.
CRD# 5154457
Lpl Financial LLC
CRD# 5596824
Lincoln Financial Securities Corporation
CRD# 2598701
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Dec 2022 - Current | 1 |
| Cedarwood Financial Partners | Olean, NY | Dec 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Feb 2018 - Dec 2022 | 4 |
| Southern Tier Electric Supply | Olean, NY | Nov 2015 - Dec 2017 | 2 |
| Unemployed | Olean, NY | Jan 2014 - Nov 2015 | 1 |
| Maynard's Electric Supplu | Olean, NY | Dec 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- NY
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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