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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alverson is an Investment Advisor Representative with Fisher Investments and has over 9 years of experience in the industry. Timothy Alverson is licensed to offer investment advice in Texas. Timothy Alverson is also a Registered Representative with Fisher Investments. Prior to joining Fisher Investments, Timothy Alverson worked at USAA Investment Services Company and USAA Financial Advisors, Inc., J.P. Morgan Securities LLC, and Fidelity Brokerage Services LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
02/22/2021 - Present
Fisher Investments (PLANO TX)
TX
06/08/2020 - 10/07/2020
USAA INVESTMENT SERVICES COMPANY (ADDISON TX)
TX
11/27/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/19/2017 - 05/21/2019
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
12/24/2011 - 04/13/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 02/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2013
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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