Timothy Humphreys, financial advisor Wilmington DE
90 score

Timothy Humphreys

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Eagleview Advisors, Inc. Wilmington, DE Jun 2014 - Current 2
Business Builders For Entrepreneurs, LLC Wilmington, DE Jan 2010 - Current 6
Williams Humphreys & Company, LLC Wilmington, DE Jan 2005 - Current 11
Results Oriented Individuals, Inc. Wilmington, DE Jan 2001 - Current 15
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
Contact Info for Timothy D. Humphreys
Phone Number: 1.800.626.1027
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    542
    MILLIONS
  • Total Number of Accounts
    2,022
    ACCOUNTS
  • Average Account Value
    $268,161
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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

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