Timothy Grimes (CRD# 1314207) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 39 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mid Atlantic Capital Corporation | Westborough, MA | Sep 2009 - Current | 14 |
| Grimes & Company, Inc. | Westborough, MA | Nov 1999 - Current | 24 |
| First Colony Life | Hartford, CT | Jun 1997 - Current | 26 |
| Federal Kemper Life | Hartford, CT | May 1987 - Current | 36 |
| Paul Revere Company | Worcester, MA | Jun 1981 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- MA
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Total Assets Under Management4,850MILLIONS
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Total Number of Accounts8,908ACCOUNTS
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Average Account Value$544,496
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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