Timothy DavisCRD 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.
Oppenheimer & Company Inc.
Lpl Financial LLC
Planning Capital Management Corp.
|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|
Total Assets Under Management4,662MILLIONS
Total Number of Accounts7,606ACCOUNTS
Average Account Value$612,974
- A percentage of assets under your management
- 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
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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