Timothy Carpenter (CRD# 1263145) is an Investment Advisor Representative working at Biltmore Wealth Management, LLC in Tempe, AZ and has over 39 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Biltmore Wealth Management, LLC | Tempe, AZ | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- AZ
-
Total Assets Under Management351MILLIONS
-
Total Number of Accounts555ACCOUNTS
-
Average Account Value$631,775
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, LA, MI, NC, NY, OK, TN, TX, WA
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