Timothy MetlerCRD Number: 6324985
Current Firm: Transamerica Financial Advisors, Inc.
Timothy Metler (CRD# 6324985) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in South Jordan, UT and has over 7 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Employer Employee Education Services 501c(3)||Springville, UT||Nov 2019 - Current||2|
|Foote Insurance||American Fork, UT||Feb 2015 - Current||6|
|Transamerica Financial Advisors, Inc.||South Jordan, UT||Apr 2014 - Current||7|
|World Financial Group, Inc.||So. Jordan, UT||Nov 2013 - Current||8|
|City Wide Home Loans||Orem, UT||Jan 2013 - Current||8|
|Foxwood Properties, LLC||Provo, UT||Jan 1999 - Current||22|
|Metler Holdings, LLC||Provo, UT||Aug 1997 - Current||24|
|Legend Real Estate, Inc.||Provo, UT||Aug 1997 - Current||24|
|Sugar Pine LLC||Provo, UT||Aug 1997 - Current||24|
|Metler Brothers Construction, Inc / Aka Metler Homes||Provo, UT||Jul 1997 - Current||24|
|Lon Sorensen Insurance, Inc.||Lehi, UT||Jan 2017 - Mar 2017||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2014|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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