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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 Basil Greaves is an investment advisor representative with Cain, Watters & Associates, LLC. Timothy has been with the firm since January 2008. Timothy is registered with the state of Texas and Louisiana. Timothy has passed the Uniform Investment Adviser Law Examination (Series 65) in November 2001. Timothy specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
03/11/2002 - Present
Cain, Watters & Associates, LLC (PLANO TX)
IA
Issued 11/20/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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