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Timothy Edward Meyer

Advisor Share Wealth Management

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About Timothy Edward Meyer

Timothy Edward Meyer is an Investment Advisor Representative associated with Advisor Share Wealth Management. Timothy has been in the financial services industry for over 20 years. Timothy holds licenses in Series 7 and Series 66. Timothy is also licensed as a Life, Health and Fixed Insurance Producer in California. Advisor Share Wealth Management provides comprehensive asset management platform provider services to individuals, corporations and pension plans.

Firm Information

Timothy Meyer is currently registered with Advisor Share Wealth Management. Advisor Share Wealth Management is a wealth management firm located in Vancouver, WA. With 22 licensed agents, they offer comprehensive asset management services, financial planning, pension consulting, and selection of other advisors. The firm primarily serves individuals, including high-net-worth individuals, as well as corporations and pension plans. They manage approximately $48 million in assets.
Advisor Share Wealth Management

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$48.00M

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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comprehensive asset management platform provider

Comprehensive asset management platform provider

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Investment platform fees

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Timothy Meyer’s Registration & Firm History

CA

06/02/2023 - Present

Advisor Share Wealth Management (El Dorado Hills CA)

CA

11/14/2007 - 09/17/2009

WORLD GROUP SECURITIES, INC. (FAIRFIELD CA)

CA

03/15/2002 - 11/09/2007

WADDELL & REED, INC. (SACRAMENTO CA)

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Licenses & Designations

IA

Issued 11/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/27/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Edward Meyer.
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