Timothy Giacoletti, financial advisor Tucson AZ
90 score

Timothy Giacoletti

CRD Number: 6149673
Current Firm: H.d. Vest Advisory Services, Inc.

Timothy Giacoletti (CRD# 6149673) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Tucson, AZ and has over 3 years of experience in the finance industry.

Similar Advisors
Mary Ahearn, financial advisor Tucson AZ
Mary E. Ahearn
CRD# 861820
Cuso Financial Services, LP
Score
96
Similar Advisors
Jennifer Akins, financial advisor Tucson AZ
Jennifer L. Akins
CRD# 4840087
Lpl Financial LLC
Score
96
Similar Advisors
Gregory Baker, financial advisor Tucson AZ
Gregory L. Baker
CRD# 1096153
Cambridge Investment Research Advisors, Inc.
Score
96
Company Name Location Dates Years
H. D. Vest Advisory Services Arizona, TX Apr 2013 - Current 3
H.d. Vest Investment Services Tucson, AZ Jan 2013 - Current 3
Afs Tax & Planning Group Tucson, AZ Dec 2012 - Current 4
The Rehmann Group Troy, MI Jul 2005 - Jan 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Timothy J. Giacoletti
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
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.