Unclaimed
Timothy Paul Hacker is a financial advisor with over 20 years of experience in the industry. Currently, Timothy is a registered Investment Advisor Representative with Buckingham Strategic Partners, LLC. Timothy has previously worked with Loring Ward Securities Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Mr. Stock, Inc., Discover Brokerage Direct, Inc. and T. Rowe Price Investment Services, Inc. Timothy holds the Series 4, 7, 24, 63, and 65 licenses and the SIE designation. Timothy is a specialist in providing financial planning and portfolio management services to individuals, businesses, charitable organizations, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
01/08/2019 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
05/08/2013 - 11/21/2018
LORING WARD SECURITIES INC. (SAN JOSE CA)
MO
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CA
01/15/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/31/2000 - 07/17/2002
MR. STOCK, INC. (SAN FRANCISCO CA)
CA
08/19/1998 - 04/03/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
05/06/1997 - 08/13/1998
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
CA
02/27/1995 - 12/13/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MD
06/26/1992 - 03/25/1993
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 08/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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