Tim KingstonCRD Number: 4606266
Current Firm: Global Wealth Management, LLC
Tim Kingston (CRD# 4606266) is an Investment Advisor Representative working at Global Wealth Management, LLC in Princeton, NJ and has over 14 years of experience in the finance industry. Tim Kingston 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.
Brighton Financial Planning
Fxp Advisory Services
Academy Wealth Advisers, LLC
|Global Investment Management, LLC||Princeton, NJ||Sep 2011 - Current||6|
|Global Investment Management, LLC||Princeton, NJ||Jul 2010 - Sep 2011||1|
|Icici Securities Holdings Inc.||Princeton, NJ||Jul 2008 - Jun 2010||1|
|Weichert Realtors||Hillsborough, NJ||Apr 2005 - Jul 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
Total Assets Under Management186MILLIONS
Total Number of Accounts296ACCOUNTS
Average Account Value$629,679
- 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
- Pension consulting services
FL, GA, NJ, NY, PA
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