Timothy MountCRD Number: 5355802
Current Firm: Spc Financial Inc.
Timothy Mount (CRD# 5355802) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 7 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Raymond James Financial Services, Inc.||Rockville, MD||Jun 2007 - Current||10|
|Spc Financial, Inc.||Rockville, MD||Jun 2007 - Current||10|
|Western Carolina University||Cullowhee, NC||May 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management655MILLIONS
Total Number of Accounts3,174ACCOUNTS
Average Account Value$206,245
- 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
- Selection of other advisers (including private fund managers)
AR, CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV