Timothy AugustineCRD Number: 2373135
Current Firm: Stratos Wealth Advisors LLC
Timothy Augustine (CRD# 2373135) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Seven Fields, PA and has over 30 years of experience in the finance industry. Timothy Augustine 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.
Cetera Investment Advisers LLC
Centauri Advisory Group, Inc.
Robert W. Baird & Company Incorporated
|Stratos Wealth Advisors, LLC||Seven Fields, PA||Jan 2020 - Current||3|
|Gierl Augustine Investment Management, Inc.||Seven Fields, PA||Feb 2007 - Current||16|
|Gierl Augustine & Associates LLC||Seven Fields, PA||Feb 2005 - Current||18|
|Independent Insurance Sales||Seven Fields, PA||Jan 2005 - Current||18|
|Augustine, Gierl & Augustine||Seven Fields, PA||Jun 2004 - Current||19|
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2014 - Sep 2017||3|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2007 - Sep 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
Total Assets Under Management3,549MILLIONS
Total Number of Accounts12,212ACCOUNTS
Average Account Value$290,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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