Neil TimchakCRD Number: 1932154
Current Firm: 1st Global Advisors Inc.
Neil Timchak (CRD# 1932154) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Tempe, AZ and has over 27 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|1st Global Advisors, Inc.||Tempe, AZ||Jan 2008 - Current||8|
|1st Global Insurance Services, Inc.||Tempe, AZ||Apr 2005 - Current||11|
|1st Global Capital Corp.||Tempe, AZ||May 1995 - Current||21|
|Neil E. Timchak Cpa, Pllc||Tempe, AZ||Feb 1995 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1989|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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
- 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, VI, VT, WA, WI, WV