Timothy HealeyCRD Number: 6005175
Current Firm: Janney Montgomery Scott LLC
Timothy Healey (CRD# 6005175) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in West Chester, PA and has over 4 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Janney Montgomery Scott LLC||West Chester, PA||Jan 2014 - Current||3|
|Janney Montgomery Scott||West Chester, PA||Nov 2011 - Jan 2014||2|
|Sei Investments||Oaks, PA||Aug 2009 - Nov 2011||2|
|Dickinson College||Carlisle, PA||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops