Timothy Davis, financial advisor Cherry Hill NJ

Timothy Davis

CRD Number: 6989568
Current Firm: Td Private Client Wealth LLC

Timothy Davis (CRD# 6989568) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Cherry Hill, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Td Bank N.a. Cherry Hill, NJ Dec 2022 - Current < 1
Td Private Client Wealth LLC Cherry Hill, NJ Dec 2022 - Current < 1
Lpl Financial LLC Philadelphia, PA May 2022 - Dec 2022 < 1
Cuna Brokerage Services, Inc. Waverly, IA Oct 2019 - Dec 2022 3
Sun Fcu Philadelphia, PA Oct 2019 - Dec 2022 3
Unemployed Sicklerille, NJ Apr 2019 - Oct 2019 < 1
Edward Jones St Louis, MO Aug 2018 - Apr 2019 < 1
Unemployed Sicklerville, NJ Mar 2018 - Aug 2018 < 1
United States Air Force Randolph Air Force Base, TX Dec 2006 - Mar 2018 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Timothy Davis
Phone Number: 877-703-9896
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,662
    MILLIONS
  • Total Number of Accounts
    7,606
    ACCOUNTS
  • Average Account Value
    $612,974
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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