Timothy Heaton, financial advisor West Jordan UT
90 score

Timothy Heaton

CRD Number: 6109509
Current Firm: Primerica Advisors

Timothy Heaton (CRD# 6109509) is an Investment Advisor Representative working at Primerica Advisors in West Jordan, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
University Of Utah Salt Lake City, UT Aug 2015 - Current 1
Pfs Investments Inc. West Jordan, UT Sep 2012 - Current 4
Emc Corporation Draper, UT Jun 2012 - Current 4
Heaton Honey LLC Riverton, UT Feb 2012 - Current 4
Primerica Financial Services West Jordan, UT Dec 2010 - Current 6
Unemployed Riverton, UT Apr 2012 - Jun 2012 < 1
Northrop Grumman Technical Svcs Bluffdale, UT Jan 2011 - Apr 2012 1
Liberty Tax Service Riverton, UT Jan 2011 - May 2011 < 1
Unemployed Riverton, UT Jul 2010 - Jan 2011 < 1
Mediconnect Global South Jordan, UT Oct 2009 - Jul 2010 < 1
Unemployed Riverton, UT Aug 2009 - Oct 2009 < 1
Dealertrack Systems, Inc. South Jordan, UT Jan 1999 - Aug 2009 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Timothy A. Heaton
Phone Number: 800-544-5445
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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