Timothy Chase, financial advisor Towson MD
96 score

Timothy Chase

CRD Number: 1356537
Current Firm: Wms Partners, LLC

Timothy Chase (CRD# 1356537) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 20 years of experience in the finance industry. Timothy Chase 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.

Similar Advisors
Brian Kuhn, financial advisor Towson MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Towson MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Similar Advisors
Jeffrey Judge, financial advisor Towson MD
Jeffrey M. Judge
CRD# 5903701
Msi Financial Services, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Wms Partners, LLC Baltimore, MD Jul 1992 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Timothy W. Chase
Phone Number: 410-337-7575
Registered State(s):
  • LA
  • MD
By the Numbers
  • Total Assets Under Management
    2,887
    MILLIONS
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $6,858,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, DC, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Timothy Chase and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.