Timothy Lott (CRD# 4698506) is an Investment Advisor Representative working at Avantax Advisory Services in Sparks, MD and has over 15 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Hunt Valley, MD | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Hunt Valley, MD | Oct 2019 - Current | 4 |
| Avantax Insurance Services, LLC | Hunt Valley, MD | Apr 2008 - Current | 16 |
| Naden Lean, LLC | Hunt Valley, MD | Sep 1983 - Current | 40 |
| 1st Global Advisors, Inc. | Hunt Valley, MD | Jul 2008 - Oct 2019 | 11 |
| 1st Global Capital Corp | Hunt Valley, MD | Dec 2007 - Oct 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- MD
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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