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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Courtney is a registered Investment Advisor Representative (IAR) with Exencial Wealth Advisors. Timothy Courtney has over 20 years of experience in the financial industry, working as an IAR for various firms before joining Exencial Wealth Advisors in 2009. Timothy Courtney is currently registered with the states of Florida, Louisiana, North Carolina, Oklahoma, Pennsylvania and Texas. Timothy Courtney holds Series 6, 7, 24, and 63 licenses. Timothy Courtney specializes in providing portfolio management services to individuals, businesses, high-net-worth individuals, and charitable organizations. Timothy Courtney also provides financial planning and pension consulting services.
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.
General consulting
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.
Revenue sharing arrangement
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2
OK
03/25/2008 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
OK
02/27/2002 - 03/10/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (OKLAHOMA CITY OK)
CT
01/21/1998 - 02/28/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
RI
01/17/1996 - 11/28/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 03/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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