Timothy Caban, financial advisor

Timothy Caban

CRD Number: 2918132
Current Firm: Copper Beech Advisors, LLC

Timothy Caban (CRD# 2918132) is an Investment Advisor Representative working at Copper Beech Advisors, LLC in , and has over 24 years of experience in the finance industry.

Similar Advisors
Robert Henderson, CFP®, financial advisor
Robert Henderson, CFP®
CRD# 5089860
Lansdowne Wealth Management, LLC
Similar Advisors
Thomas Blottenberger, financial advisor
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Jim David, financial advisor
Jim David
CRD# 4092356
David Wealth Management, LLC
Company Name Location Dates Years
Copper Beech Advisors, LLC Malvern, PA Jul 2009 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for Timothy L. Caban
Phone Number: 610-647-4014
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $326,453
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from Timothy Caban and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.