Timothy HumphreysCRD Number: 6015525
Current Firm: Penn Investment Advisors, Inc.
Timothy Humphreys (CRD# 6015525) is an Investment Advisor Representative working at Penn Investment Advisors, Inc. in Wilmington, DE and has over 5 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Eagleview Advisors, Inc.||Wilmington, DE||Jun 2014 - Current||3|
|Business Builders For Entrepreneurs, LLC||Wilmington, DE||Jan 2010 - Current||8|
|Williams Humphreys & Company, LLC||Wilmington, DE||Jan 2005 - Current||13|
|Results Oriented Individuals, Inc.||Wilmington, DE||Jan 2001 - Current||17|
|First Savings Financial Services, Inc.||Wilmington, DE||Jan 2012 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
Total Assets Under Management542MILLIONS
Total Number of Accounts2,022ACCOUNTS
Average Account Value$268,161
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV