Timothy Irvin (CRD# 5753110) is an Investment Advisor Representative working at Captrust in New York, NY and has over 13 years of experience in the finance industry. Timothy Irvin 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Securities LLC | Raleigh, NC | May 2021 - Current | 2 |
| Capfinancial Partners Llc (captrust) | Raleigh, NC | Feb 2021 - Current | 3 |
| Cammack Larhette Brokerage, Inc. | New York, NY | Oct 2014 - Feb 2021 | 6 |
| Cammack Larhette Advisors, LLC | New York, NY | Oct 2014 - Feb 2021 | 6 |
| Lpl Financial LLC | New York, NY | Sep 2014 - Oct 2014 | < 1 |
| Global Retirement Partners | San Rafael, CA | Sep 2014 - Oct 2014 | < 1 |
| Financial Telesis | New York, NY | Apr 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- NY
-
Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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
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