Timonier

Timonier (CRD# 150748) is a financial advisory firm headquartered in Winston Salem, NC. They manage $205,412,766 in 442 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    442
    ACCOUNTS
  • Average Account Value
    $464,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Timonier
Showing 1 - 3 of 3 top financial advisors.
1
Janice J. French
CRD#: 4360906
121 Reynolda Village, Suite B, Winston Salem, NC 27106
96
Wealthminder
score

Janice French (CRD# 4360906) is an Investment Advisor Representative working at Timonier in Winston Salem, NC and has over 8 years of experience in the finance industry.

2
Timothy L. Baker
CRD#: 1256333
121 Reynolda Village, Suite B, Winston Salem, NC 27106
93
Wealthminder
score

Timothy Baker (CRD# 1256333) is an Investment Advisor Representative working at Timonier in Winston Salem, NC and has over 33 years of experience in the finance industry.

3
Nicholas C. Baker
CRD#: 6222468
121 Reynolda Village, Suite B, Winston Salem, NC 27106
89
Wealthminder
score

Nicholas Baker (CRD# 6222468) is an Investment Advisor Representative working at Timonier in Winston Salem, NC and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.