Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ballard White is a financial advisor with over 30 years of experience in the industry. He is a registered representative of IP Financial Advisory Services LLC, a firm with over 92 investment advisor representatives. Timothy offers a wide range of financial planning services, including portfolio management, retirement planning, and consulting services to qualified retirement plans. He provides services to individuals, businesses, and qualified retirement plans. He also has experience working for Liberty Partners Financial Services, LLC, and Triad Advisors, Inc. Timothy is committed to helping his clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
01/01/2025 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
NC
11/29/2012 - 06/30/2016
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
SC
11/01/2001 - 12/03/2012
TRIAD ADVISORS, INC. (MT. PLEASANT SC)
GA
07/16/2001 - 11/01/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
05/03/1999 - 07/26/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/16/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
05/07/1992 - 12/23/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 11/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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