Timothy Walt (CRD# 7480440) is an Investment Advisor Representative working at Cvw Financial, LLC in Plymouth, MA and has over 2 years of experience in the finance industry.
CRD# 4676913
Ameriprise Financial Services, LLC
CRD# 723273
Compass Capital Corporation
CRD# 2010717
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Student (cfp Coursework) + New Baby | Plymouth, MA | Aug 2020 - Current | 3 |
| Plymouth Public Schools | Plymouth, MA | Sep 2009 - Aug 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- MA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$320,704
- 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
MA
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