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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 Barrett is an Investment Advisor Representative registered with Fisher Investments. Timothy is licensed to provide investment advice in Florida and Texas. Timothy's career in the financial industry began in 2014 and includes experience with Bank of America and Affordable Life Insurance. Timothy holds a Series 65 license and has been registered with the state of Florida since July 2024. Timothy has provided investment advice for individuals, families, and institutions for over 9 years and has a proven track record of success.
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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2
FL
07/19/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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