Timothy Pickett (CRD# 3101615) is an Investment Advisor Representative working at Blue Anchor Capital Management in Towson, MD and has over 20 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 7032841
Edward Jones
CRD# 1249819
Washington Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oliver Wealth Management | Towson, MD | Feb 2018 - Current | 6 |
| Great Lakes & Atlantic Wealth Management | Charlotte, NC | Feb 2018 - Current | 6 |
| Stifel Nicolaus & Co Inc. | Bel Air, MD | Dec 2016 - Jan 2018 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Dec 2016 | 1 |
| Morgan Stanley | Hunt Valley, MD | Jun 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- MD
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$180,645
- 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
MD
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 derived from SEC.gov data covering 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.
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.