Peter Timmons (CRD# 1248803) is an Investment Advisor Representative working at T/r Financial Management Group, LLC in Washington, DC and has over 40 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lotus Fund, LLC | Washington, DC | Oct 1998 - Current | 25 |
T/r Financial Management Group | Washington, DC | Jun 1990 - Current | 33 |
Lotus Investment Management, LLC | Washington, DC | Aug 2002 - Mar 2019 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1984 |
S65 | NASAA Investment Advisors Law Examination | May 1994 |
- DC
- MD
- VA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$158,326
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, GA, MD, MI, MN, TX, VA, WI
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