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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 Koehl is an investment advisor representative associated with Modera Wealth Management, LLC. Timothy has been in the financial services industry since 1994. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional. Timothy has experience working with individual clients, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and businesses. Timothy holds Series 63, 66, and 7 licenses. Timothy has a wide range of expertise in financial planning, portfolio management, 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.
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.
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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VA
11/17/2022 - Present
Modera Wealth Management, LLC (MCLEAN VA)
VA
10/06/2008 - 02/26/2010
CHARLES SCHWAB & CO., INC. (RESTON VA)
VA
01/04/2008 - 06/25/2008
EDWARD JONES (FRONT ROYAL VA)
VA
04/10/2007 - 01/02/2008
BI INVESTMENTS, LLC (LEESBURG VA)
CO
04/04/2003 - 03/13/2007
EDWARD JONES (ESTES PARK CO)
TX
12/23/1996 - 03/03/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
10/14/1996 - 12/12/1996
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
MO
09/26/1994 - 06/10/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 01/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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