Timothy Picciott, financial advisor Richmond VA
96 score

Timothy Picciott

CRD 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.

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Professional Designations
Company Name Location Dates Years
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 3
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
Contact Info for Timothy T. Picciott
Phone Number: 804.644.4711
Registered State(s):
  • AZ
  • CA
  • MO
  • NC
  • PA
  • WA
By the Numbers
  • Total Assets Under Management
    211
    MILLIONS
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $321,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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