Wms Partners, LLC

Wms Partners, LLC (CRD# 109971) is a financial advisory firm headquartered in Towson, MD. They manage $3,876,611,184 in 655 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,877
    MILLION
  • Total Number of Accounts
    655
    ACCOUNTS
  • Average Account Value
    $5,918,490
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

AL, CA, CO, DC, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Wms Partners, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Timothy W. Chase
CRD#: 1356537
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
96
Wealthminder
score

Timothy Chase (CRD# 1356537) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 21 years of experience in the finance industry. Timothy Chase has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David M. Citron
CRD#: 1190454
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
96
Wealthminder
score

David Citron (CRD# 1190454) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 31 years of experience in the finance industry.

3
Martin J. Eby
CRD#: 1185744
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
96
Wealthminder
score

Martin Eby (CRD# 1185744) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 32 years of experience in the finance industry. Martin Eby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christopher G. Frink
CRD#: 2188623
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
96
Wealthminder
score

Christopher Frink (CRD# 2188623) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 26 years of experience in the finance industry.

5
Noreen A. Frost
CRD#: 1141977
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
96
Wealthminder
score

Noreen Frost (CRD# 1141977) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 25 years of experience in the finance industry.

6
Robert S. Killebrew
CRD#: 269352
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
96
Wealthminder
score

Robert Killebrew (CRD# 269352) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 38 years of experience in the finance industry.

7
Chad J. Norfolk
CRD#: 3184071
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
96
Wealthminder
score

Chad Norfolk (CRD# 3184071) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 18 years of experience in the finance industry. Chad Norfolk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Lauren P. Watson
CRD#: 5918325
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
96
Wealthminder
score

Lauren Watson (CRD# 5918325) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 5 years of experience in the finance industry. Lauren Watson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Gary R. Anderson
CRD#: 2610139
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
93
Wealthminder
score

Gary Anderson (CRD# 2610139) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 22 years of experience in the finance industry.

10
Lesa L. Bathgate
CRD#: 4266108
Towson City Center, 1 Olympic Place, 8th Floor, Towson, MD 21204
93
Wealthminder
score

Lesa Bathgate (CRD# 4266108) is an Investment Advisor Representative working at Wms Partners, LLC in Towson, MD and has over 12 years of experience in the finance industry.

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