Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Stobaugh is a financial advisor with Tolleson Private Wealth Management located in Dallas, Texas. Timothy Michael Stobaugh has been in the industry since 1994. Timothy Michael Stobaugh has Series 7, Series 24, Series 55, and Series 63 licenses and has a Chartered Financial Analyst designation. The firm has approximately $8.2 billion in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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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TX
09/30/2016 - Present
Tolleson Private Wealth Management (DALLAS TX)
TX
03/07/1994 - 05/04/2004
STONEGATE SECURITIES, INC. (DALLAS TX)
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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