linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy John Thomas

Badgley Phelps Wealth Managers

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy John Thomas

Timothy John Thomas is a financial advisor at Badgley Phelps Wealth Managers. Timothy has been a registered investment advisor since 1995. Timothy is a Chartered Financial Analyst and has a Series 7, 63 and 65 licenses. Timothy has worked at Badgley Phelps Wealth Managers since 2008. Timothy has previous experience with BANC OF AMERICA SECURITIES LLC, BA INVESTMENT SERVICES, INC. and SEAFIRST INVESTMENT SERVICES, INC.

Firm Information

Timothy Thomas is currently registered with Badgley Phelps Wealth Managers. Badgley Phelps Wealth Managers is a Seattle, WA-based registered investment advisor with over $5 billion in regulatory assets under management. The firm provides a range of financial planning and investment management services to individuals, families, businesses, and charitable organizations. They offer portfolio management, credit and cash management solutions, and insurance solutions. Badgley Phelps Wealth Managers has a team of 24 investment advisor representatives who serve a diverse client base, including high-net-worth individuals, corporations, and pension plans.
Badgley Phelps Wealth Managers

1420 FIFTH AVENUE

SEATTLE, WA 98101

$5.13B

Assets Under Management

35

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

credit and cash management solutions. insurance solutions

Credit and cash management solutions. insurance solutions

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Thomas’s Registration & Firm History

WA

08/02/2021 - Present

Badgley Phelps Wealth Managers (Seattle WA)

NY

04/10/2000 - 01/03/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

02/05/1999 - 07/13/1999

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

07/01/1998 - 12/04/1998

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

WA

07/27/1995 - 07/01/1998

SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)

CA

11/15/1994 - 07/07/1995

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

Not sure if Timothy John Thomas is right for you?

Licenses & Designations

IA

Issued 09/23/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy John Thomas.
Not sure if Timothy John Thomas is right for you?