Timothy MaurerCRD Number: 3061298
Current Firm: Buckingham Asset Management, LLC
Timothy Maurer (CRD# 3061298) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry. Timothy Maurer 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Buckingham Asset Management, LLC||Clayton, MO||Feb 2014 - Current||3|
|Financial Consulate, Inc.||Lutherville, MD||Jan 2007 - Feb 2014||7|
|First Tennessee Brokerage, Inc.||Timonium, MD||Aug 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management7,681MILLIONS
Total Number of Accounts14,433ACCOUNTS
Average Account Value$532,200
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV