Timothy Fannin (CRD# 4906131) is an Investment Advisor Representative working at Cadalyst, LLC in Sarasota, FL and has over 18 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Datamind Advisors | Sarasota, FL | Feb 2016 - Current | 8 |
| Ubs Financial Services Inc. | Sarasota, FL | Nov 2010 - Jan 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management3MILLIONS
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Total Number of Accounts6ACCOUNTS
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Average Account Value$450,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL
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