Timothy Smith, financial advisor Sharpsburg GA
96 score

Timothy Smith

CRD Number: 6122405
Current Firm: Two Twelve Planning, Inc.

Timothy Smith (CRD# 6122405) is an Investment Advisor Representative working at Two Twelve Planning, Inc. in Sharpsburg, GA and has over 5 years of experience in the finance industry. Timothy Smith 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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Professional Designations
Company Name Location Dates Years
Two Twelve Planning, Inc. Sharpsburg, GA Feb 2018 - Current < 1
Two Twelve Planning, Inc. Sharpsburg, GA Jan 2018 - Current < 1
Morgan Stanley Smith Barney LLC Peachtree City, GA Mar 2016 - Feb 2018 1
Morgan Stanley Private Bank, N.a. New York, NY Mar 2016 - Feb 2018 1
Bank Of America, N.a Peachtree City, GA Apr 2013 - Mar 2016 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Peachtree City, GA Sep 2012 - Mar 2016 3
Ronald Blue &amp; Company, LLC Roswell, GA May 2008 - Sep 2012 4
Unemployed Atlanta, GA Apr 2008 - Apr 2008 < 1
The All-aboard Coffee Company, Inc. Atlanta, GA Nov 2005 - Mar 2008 2
Phoenix Church, Inc. Atlanta, GA Apr 2005 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Timothy C. Smith
Phone Number: 404-840-9595
Firm Website: http://www.212plan.com/
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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