Timothy SchultzCRD Number: 3111956
Current Firm: J. W. Cole Advisors, Inc.
Timothy Schultz (CRD# 3111956) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 18 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Financial, Inc.||Tampa, FL||Jul 2014 - Current||3|
|J.w. Cole Advisors, Inc.||Tampa, FL||Jul 2014 - Current||3|
|Black & Whote Ventures LLC||St. Petersburg, FL||Jan 2004 - Current||14|
|Raymond James Financial Services, Inc.||St. Petersburg, FL||Aug 1998 - Jun 2014||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
- Employer Dispute
- Criminal Record
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV