Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Andrew Vestal is a financial advisor currently registered with Cordgrass Advisors, LLC. Timothy is a Chartered Financial Analyst (CFA) with a special focus on fixed income and portfolio management. Timothy holds a Series 66 registration and has been working in the financial industry since January 2015.
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.
Personalized portfolio management to meet individual financial objectives.
Cordgrass provides investment consulting services to clients for a negotiated fee depending upon services provided. the scope of
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.
Set rates for specific services, regardless of time or assets managed.
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
04/23/2020 - Present
Cordgrass Advisors, LLC (Fort Worth TX)
Active
Inactive
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