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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Harrington is an active investment advisor representative with Avantax Advisory Services. Timothy Harrington has been in the industry since 1995 and is registered with the state of Massachusetts. Timothy Harrington is also a registered representative with FINRA. Timothy Harrington holds Series 7, 63, and 65 licenses. Timothy Harrington's firm is Avantax Advisory Services, which has an estimated $41.7 billion in regulatory assets under management. Timothy Harrington is a registered investment advisor with Avantax Advisory Services and has been with them since 2019. Prior to joining Avantax Advisory Services, Timothy Harrington was with 1ST GLOBAL CAPITAL CORP. for over ten years. Timothy Harrington provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Timothy Harrington also provides solicitor referral services to third-party investment managers.
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
MA
10/25/2019 - Present
Avantax Advisory Services (WEST BOLYSTON MA)
MA
06/15/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (WEST BOLYSTON MA)
MA
01/23/2004 - 06/16/2010
TRIAD ADVISORS, INC. (WEST BOYLSTON MA)
TX
11/15/1996 - 02/05/2004
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
CA
11/08/1995 - 11/04/1996
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 01/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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