Timothy Wyand (CRD# 4835214) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Yarmouth, ME and has over 19 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Flagship Harbor Advisors, LLC | Yarmouth, ME | Dec 2020 - Current | 3 |
| Lpl Financial, LLC | Yarmouth, ME | Nov 2020 - Current | 3 |
| Flagship Harbor Advisors, LLC | Yarmouth, ME | Nov 2020 - Dec 2020 | < 1 |
| Layline Advisors | Washington, DC | Mar 2018 - Oct 2020 | 2 |
| Unemployed | Washington, DC | Sep 2016 - Mar 2018 | 1 |
| Principles For Responsible Investment (unpri) | London, | Jan 2016 - Sep 2016 | < 1 |
| Unemployed | Dar Es Salaam, | Oct 2015 - Dec 2015 | < 1 |
| Human Development Innovation Fund | Dar Es Salaam, | Jul 2015 - Sep 2015 | < 1 |
| Acumen Fund | Dar Es Salaam, | Feb 2015 - Jun 2015 | < 1 |
| Unemployed | Dar Es Salaam, | Aug 2014 - Jan 2015 | < 1 |
| Persistent Energy Capital | Dar Es Salaamza, | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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Total Assets Under Management2,449MILLIONS
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Total Number of Accounts12,625ACCOUNTS
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Average Account Value$193,975
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