Timothy Walters (CRD# 1973758) is an Investment Advisor Representative working at Lpl Financial LLC in Johnstown, PA and has over 27 years of experience in the finance industry.
CRD# 3072406
Truist Advisory Services, Inc.
CRD# 6131335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2395434
Ameritas Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Johnstown, PA | Jan 2019 - Current | 5 |
| Ameriserv Financial Bank | Johnstown, PA | Jan 2019 - Current | 5 |
| Teraverde Management Advisors | Lancaster, PA | Jan 2018 - Dec 2018 | < 1 |
| Cetera Investment Services LLC | St.cloud, MN | Dec 2017 - Dec 2017 | < 1 |
| Cetera Investment Advisers LLC | Somerset, PA | Dec 2017 - Dec 2017 | < 1 |
| Private Advisor Group LLC | Pottsville, PA | May 2016 - Dec 2017 | 1 |
| Lpl Financial | Somerset, PA | Apr 2016 - Dec 2017 | 1 |
| Riverview Bank | Marysville, PA | Dec 2015 - Dec 2017 | 2 |
| Citizens National Bank | Meyersdale, PA | Jun 2005 - Dec 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- PA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- 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)
- Educational seminars/workshops
- Other
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
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.