Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Trier is a financial advisor at Lord and Richards. Timothy is registered with the state of Colorado and has been in the industry since 2016. Timothy holds a Series 7 and SIE licenses as well as a Series 66 license. Timothy is also registered as an Investment Advisor Representative. Timothy is a dedicated financial professional, committed to providing personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CO
01/01/2025 - Present
Lord AND Richards (HIGHLANDS RANCH CO)
NE
04/18/2016 - 07/27/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Scottsbluff NE)
BOTH
Issued 05/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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