Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Colvin is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Timothy has been in the financial services industry since 1995. Timothy is registered to provide investment advice in 22 states. Timothy has a Series 7, Series 31, and Series 65. Timothy is also a Certified Financial Planner. Timothy's previous firms include UBS Financial Services Inc., J.J.B. Hilliard, W.L. Lyons, Inc., JW Charles Securities, Inc. and Biltmore Securities, Inc.
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
TN
01/31/2018 - Present
Wells Fargo Advisors Financial Network, LLC (KINGSPORT TN)
TN
05/23/2003 - 07/10/2014
UBS FINANCIAL SERVICES INC. (KINGPORT TN)
KY
01/03/1996 - 05/28/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
FL
11/21/1995 - 01/19/1996
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
FL
05/19/1995 - 11/20/1995
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 10/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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