Timothy Whitmoyer (CRD# 6973986) is an Investment Advisor Representative working at Lountzis Asset Management, LLC in Wyomissing, PA and has over 2 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lountzis Asset Management | Wyomissing, PA | Jan 2022 - Current | 2 |
| The Vanguard Group, Inc. | Malvern, PA | Mar 2021 - Dec 2021 | < 1 |
| Santander N.a | Reading, PA | Jan 2020 - Mar 2021 | 1 |
| Unemployed (graduated College) | Reading, PA | Jun 2019 - Jan 2020 | < 1 |
| Shippensburg University | Shippensburg, PA | Aug 2016 - May 2019 | 2 |
| Shippensburg University | Shippensburg, PA | Aug 2015 - May 2019 | 3 |
| Coactive Wealth Strategists | Reading, PA | Jun 2018 - Aug 2018 | < 1 |
| Weis Markets | Wyomissing, PA | Jun 2017 - Aug 2017 | < 1 |
| Weis Markets | Sinking Spring, PA | May 2016 - Aug 2016 | < 1 |
| Wilson High School | West Lawn, PA | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
| S63 | Uniform Securities State Law Examination | May 2021 |
- PA
-
Total Assets Under Management505MILLIONS
-
Total Number of Accounts296ACCOUNTS
-
Average Account Value$1,704,530
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, FL, MN, NH, NJ, NY, PA, TX
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