Timothy Noe (CRD# 3072952) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 24 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Westpoint Wealth Management, Llc Dba Noe Fiancial Services, Inc. | Berea, OH | Jan 2021 - Current | 3 |
| Western Equity Group, Inc. | Raleigh, NC | Jan 2021 - Current | 3 |
| Tim Noe Financial Services, Inc--dba Noe Financial Services, Inc. | Parma Heights, OH | Dec 2004 - Current | 19 |
| Ameritas Advisory Services | Lincoln, NE | Aug 2006 - Jan 2021 | 14 |
| Ameritas Investment Company, LLC | Lincoln., NE | Jun 2006 - Jan 2021 | 14 |
| Ameritas Life Insurance Corp | Lincoln, NE | Jun 2006 - Jan 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1999 |
- FL
- OH
- SC
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts752ACCOUNTS
-
Average Account Value$78,836
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, SC
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