Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy D. Lott is an investment advisor representative with Avantax Advisory Services. Timothy has been in the industry since 2003 and is registered with the state of Maryland. Timothy has passed the Series 6, Series 7, and Series 66 exams, and is licensed to offer financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses. Timothy also holds a partnership in N/L Healthcare Advisory Accounting & Tax LLC and provides accounting and business advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
10/25/2019 - Present
Avantax Advisory Services (Sparks MD)
MD
12/18/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (HUNT VALLEY MD)
MD
11/21/2003 - 12/19/2007
NEW ENGLAND SECURITIES (TIMONIUM MD)
BOTH
Issued 07/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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