Timothy Cope, financial advisor South Burlington VT
93 score

Timothy Cope

CRD Number: 1039310
Current Firm: Nfp Advisor Services, LLC

Timothy Cope (CRD# 1039310) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in South Burlington, VT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Fleischer Jacobs & Assoc. Inc. South Burlington, VT Nov 1997 - Current 19
Travelers Insurance Group Hartford, CT Sep 1979 - Current 37
Nfp Securities, Inc. Austin, TX Apr 2003 - Apr 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Timothy L. Cope
Phone Number: 512-697-6000
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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