Timothy Augustine (CRD# 2373135) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Seven Fields, PA and has over 30 years of experience in the finance industry. Timothy Augustine 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Seven Fields, PA | Feb 2024 - Current | < 1 |
| Stratos Wealth Advisors, LLC | Seven Fields, PA | Jan 2020 - Feb 2024 | 4 |
| Gierl Augustine Investment Management, Inc. | Seven Fields, PA | Feb 2007 - Jun 2020 | 13 |
| Gierl Augustine & Associates LLC | Seven Fields, PA | Feb 2005 - Jun 2020 | 15 |
| Independent Insurance Sales | Seven Fields, PA | Jan 2005 - Jun 2020 | 15 |
| Augustine, Gierl & Augustine | Seven Fields, PA | Jun 2004 - Jun 2020 | 16 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2014 - Sep 2017 | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2007 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
- PA
- TX
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Total Assets Under Management6,377MILLIONS
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
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