Timothy Smith (CRD# 7670331) is an Investment Advisor Representative working at Broad Reach Capital LLC in Raleigh, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Broad Reach Capital | Bainbridge, GA | Dec 2022 - Current | 1 |
| Tim Smith & Associates Insurance, Inc. | Bainbridge, GA | Oct 2020 - Current | 3 |
| Wilmer And Lee P.a. | Arab, AL | Feb 2020 - Sep 2021 | 1 |
| Unemployed | Bainbridge, GA | May 2019 - Feb 2020 | < 1 |
| Shelby County District Attorney's Office | Columbiana, AL | Feb 2019 - May 2019 | < 1 |
| Cumberland School Of Law Of Samford University | Homewood, AL | Aug 2016 - May 2019 | 2 |
| Court Of Appeals Of Georgia | Atlanta, GA | May 2018 - Aug 2018 | < 1 |
| Equal Employment Opportunity Commission | Birmingham, AL | Sep 2017 - Dec 2017 | < 1 |
| Law Office Of Arthur Chip Bell | Tallahassee, FL | Dec 2015 - Aug 2017 | 1 |
| Unemployed | Bainbridge, GA | Dec 2015 - Aug 2016 | < 1 |
| Southwind Plantation | Attapulgus, GA | Mar 2015 - Dec 2015 | < 1 |
| Auburn University | Auburn, AL | Aug 2011 - Dec 2015 | 4 |
| Sharber Oil Company | Bainbridge, GA | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- GA
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$3,721,278
- 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
GA, MA, NC
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