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.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.