Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Libby is a financial advisor with Truist Advisory Services, Inc. Timothy has been in the financial services industry for over twenty years. Prior to joining Truist Advisory Services, Inc., Timothy worked at BB&T SECURITIES, LLC. Timothy Libby is registered with the following states: Alabama, Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and West Virginia. Timothy offers financial planning, portfolio management for individuals and businesses, publication of periodicals 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.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
09/03/2024 - Present
Truist Advisory Services, Inc. (ANNAPOLIS MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
09/20/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ANNAPOLIS MD)
NY
03/26/2004 - 04/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/07/2002 - 12/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
03/21/2001 - 02/11/2002
BEACON GLOBAL ADVISORS, INC. (NORTH BETHESDA MD)
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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