Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Whipple is a financial advisor with over 25 years of experience in the industry. Timothy has a wide range of experience including working with Diversify Wealth Management, LLC, TRIAD ADVISORS, INC., and Cambridge Investment Research, Inc. Timothy has a strong track record of helping individuals and families achieve their financial goals. Timothy is committed to providing personalized advice and guidance to help clients make informed financial decisions. Timothy holds a Certified Financial Planner designation and is registered with the Financial Industry Regulatory Authority (FINRA) and several states. Timothy's areas of expertise include retirement planning, investment management, and financial planning.
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.
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.
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2
UT
03/05/2024 - Present
Diversify Wealth Management, LLC (SANDY UT)
UT
06/30/2008 - 09/30/2011
TRIAD ADVISORS, INC. (OREM UT)
UT
03/31/2004 - 07/28/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (OREM UT)
CT
02/03/2000 - 04/02/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
GA
02/06/1997 - 02/02/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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