Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Barnett is a financial advisor with Caledonia Wealth Management, Ltd.. Timothy has been in the industry for over 20 years. Timothy has both state and federal licenses as well as the Series 7, 24, and 66 licenses. Prior to joining Caledonia Wealth Management, Ltd., Timothy was employed by Agile Securities, Inc.. Timothy specializes in financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
1
2
CO
03/04/2009 - Present
Caledonia Wealth Management, Ltd. (BOULDER CO)
CO
05/21/1998 - 10/03/2008
AGILE SECURITIES, INC. (BOULDER CO)
BOTH
Issued 02/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Timothy Barnett is the right advisor for you? Invested Better is here to help.
