Timothy Hammond (CRD# 4852462) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in West Chester, PA and has over 19 years of experience in the finance industry. Timothy Hammond 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# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Advisory Partners, LLC | Scottsdale, AZ | Jan 2017 - Current | 7 |
| Lpl Financial, LLC | Scottsdale, AZ | Dec 2016 - Current | 7 |
| Usaa Financial Advisors Inc. | Phoenix, AZ | Jan 2010 - Dec 2016 | 6 |
| Usaa Financial Planning Services | Phoenix, AZ | Jan 2010 - Dec 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- AZ
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Total Assets Under Management4,542MILLIONS
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
- A percentage of assets under your management
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