Timothy HartlandCRD Number: 6076888
Current Firm: Cambridge Investment Research Advisors, Inc.
Timothy Hartland (CRD# 6076888) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wichita, KS and has over 5 years of experience in the finance industry. Timothy Hartland 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.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Nov 2016 - Current||1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Wichita, KS||Oct 2013 - Nov 2016||3|
|Lpl Financial||Wichita, KS||Jul 2012 - Oct 2013||1|
|Johnson & Johnson||Marietta, GA||Jun 2010 - Jul 2012||2|
|Johnson & Johnson||Jacksonville, FL||Jan 2009 - May 2010||1|
|Baylor University||Waco, TX||Aug 2005 - Dec 2008||3|
|J.s. Peevey Company||Waco, TX||Feb 2008 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- 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)
- Market timing services
- Educational seminars/workshops
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, WY