Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Taggart has been in the financial services industry since 1986. Timothy is currently registered with Investment Research Corp. as a Registered Representative and Investment Adviser Representative. Timothy holds the Series 4, 7, 14, 24, 27, 53, 63, SIE and 99TO licenses. Timothy has been registered in 51 states as well as the District of Columbia. Timothy has a broad range of experience, including working with high net worth individuals, pension and profit sharing plans, investment companies, and individuals other than high net worth individuals. Investment Research Corp. specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, 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.
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.
Strategic management for diversified investment portfolios.
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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2
CO
04/16/2004 - Present
Investment Research Corp. (Denver CO)
TX
06/20/2003 - 01/20/2005
FIRST AUSTIN INVESTMENTS (AUSTIN TX)
CO
02/25/2002 - 06/24/2002
AMERICAN GROWTH FUND SPONSORS, INC. (DENVER CO)
CO
08/02/1985 - 01/09/2002
AMERICAN GROWTH FUND SPONSORS, INC. (DENVER CO)
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/07/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/25/1998
Series 4 - Registered Options Principal Examination
BC
Issued 04/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/20/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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