Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kilpatrick is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Timothy has been in the industry since March 1, 1983. Timothy is registered with the following regulatory bodies: FINRA, and the state of Texas. Timothy has specializations in the following areas: financial planning, portfolio management, 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
04/09/2021 - Present
Wells Fargo Advisors Financial Network, LLC (EL PASO TX)
TX
01/01/2008 - 04/09/2021
WELLS FARGO CLEARING SERVICES, LLC (EL PASO TX)
TX
03/23/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EL PASO TX)
NY
04/11/1988 - 04/03/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/02/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 03/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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