Timothy GiacolettiCRD 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 5 years of experience in the finance industry.
First Heartland Consultants, Inc.
Lpl Financial LLC
Cambridge Investment Research Advisors, Inc.
|Hd Vest Insurance Agency Inc.||Irving, TX||Jan 2017 - Current||1|
|H. D. Vest Advisory Services||Arizona, TX||Apr 2013 - Current||5|
|H.d. Vest Investment Services||Tucson, AZ||Jan 2013 - Current||5|
|Afs Tax & Planning Group||Tucson, AZ||Dec 2012 - Current||5|
|The Rehmann Group||Troy, MI||Jul 2005 - Jan 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY