Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Smith is a financial advisor with over 20 years of experience in the industry. Timothy is a Certified Financial Planner™ and holds the Series 6, 7, 63, and 65 licenses. Timothy is currently affiliated with Granite Harbor Advisors, Inc. Timothy has previously worked at Lion Street Financial, LLC, and AXA Advisors, LLC. Timothy specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, families, and businesses. Timothy is committed to providing his clients with personalized financial advice and guidance to help them 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.
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
05/04/2015 - Present
Granite Harbor Advisors, Inc. (HOUSTON TX)
TX
01/06/2014 - 12/31/2015
LION STREET FINANCIAL, LLC (HOUSTON TX)
TX
06/19/1996 - 01/09/2014
AXA ADVISORS, LLC (HOUSTON TX)
NY
06/19/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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