Timothy BestCRD Number: 4579896
Current Firm: Suntrust Investment Services, Inc.
Timothy Best (CRD# 4579896) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Tampa, FL and has over 15 years of experience in the finance industry. Timothy Best 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Suntrust Bank||Tampa, FL||Nov 2015 - Current||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||Nov 2015 - Current||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||Oct 2011 - Nov 2015||4|
|Wells Fargo Advisors LLC||Tampa, FL||May 2009 - Oct 2011||2|
|Wachovia Bank, N.a.||Tampa, FL||Jun 2002 - Oct 2011||9|
|Wachovia Securities, LLC||Tampa, FL||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)