Timothy Smith (CRD# 6122405) is an Investment Advisor Representative working at Two Twelve Planning, Inc. in Senoia, GA and has over 11 years of experience in the finance industry. Timothy Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4194526
Synovus Securities, Inc.
CRD# 4148297
Edward Jones
CRD# 6319317
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Two Twelve Planning, Inc. | Sharpsburg, GA | Feb 2018 - Current | 6 |
Two Twelve Planning, Inc. | Sharpsburg, GA | Jan 2018 - Current | 6 |
Morgan Stanley Smith Barney LLC | Peachtree City, GA | Mar 2016 - Feb 2018 | 1 |
Morgan Stanley Private Bank, N.a. | New York, NY | Mar 2016 - Feb 2018 | 1 |
Bank Of America, N.a | Peachtree City, GA | Apr 2013 - Mar 2016 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Peachtree City, GA | Sep 2012 - Mar 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- GA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$123,337
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
GA
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