Timothy PicciottCRD Number: 5535180
Current Firm: Wealthcare Advisory Partners LLC
Timothy Picciott (CRD# 5535180) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Richmond, VA and has over 8 years of experience in the finance industry. Timothy Picciott 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.
|Wealthcare Advisory Partners, LLC||Scottsdale, AZ||Nov 2015 - Current||1|
|Lpl Financial, LLC||Scottsdale, AZ||Nov 2015 - Current||1|
|First Wave Triathlon||Glendale, AZ||Jan 2013 - Current||4|
|Ironplan, LLC||Peoria, AZ||Dec 2012 - Current||4|
|Various Insurance Carriers For W & R Insurance Agencies||Peoria, AZ||Aug 2008 - Current||8|
|Bni Arizona-desert Ridge Referral Partners||Phoenix, AZ||Oct 2015 - Nov 2015||< 1|
|Waddell & Reed, Inc.||Peoria, AZ||Jul 2008 - Nov 2015||7|
|Lifespan||Rochester, NY||May 2010 - Jun 2011||1|
|Unemployed||Camillus, NY||May 2008 - Jul 2008||< 1|
|Suny Geneseo||Geneseo, NY||Jun 2004 - May 2008||3|
|Kings Gate West Apts||Camillus, NY||May 2005 - Jul 2007||2|
|Skaneateles Community Center||Skaneateles, NY||Jul 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management211MILLIONS
Total Number of Accounts658ACCOUNTS
Average Account Value$321,295
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, NC, NE, NJ, NY, PA, TX, VA, WA
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