Timothy OdellCRD Number: 5605681
Current Firm: Summit Financial Group Inc.
Timothy Odell (CRD# 5605681) is an Investment Advisor Representative working at Summit Financial Group Inc. in Shorewood, IL and has over 4 years of experience in the finance industry.
Forum Financial Management, LP
Clear Perspective Advisors, LLC
Woodbury Financial Services, Inc.
|Delco Financial||Shorewood, IL||Feb 2008 - Current||9|
|Morningstar Mission||Joliet, IL||May 2007 - Feb 2008||< 1|
|Delco Financial||Shorewood, IL||Jan 2000 - Apr 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV