Timothy SchmidtCRD Number: 7111941
Current Firm: Oak Hill Wealth Advisors, LLC
Timothy Schmidt (CRD# 7111941) is an Investment Advisor Representative working at Oak Hill Wealth Advisors, LLC in Lansdowne, VA and has over 3 years of experience in the finance industry. Timothy Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Oak Hill Wealth Advisors||Lansdowne, VA||May 2022 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Leesburg, VA||Apr 2019 - May 2022||3|
|Unemployed||Berryville, VA||Nov 2018 - Apr 2019||< 1|
|United States Army||Fort Drum, NY||May 2012 - Nov 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management497MILLIONS
Total Number of Accounts1,008ACCOUNTS
Average Account Value$493,073
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, DC, DE, FL, MD, NC, NM, PA, SC, TX, VA, WV
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