Unclaimed
Timothy Vaughn Myers is an investment advisor representative with U.S. Capital Wealth Advisors, LLC. Timothy has been in the financial services industry for over 34 years. Timothy is registered with FINRA and the state of Texas. Timothy has a wide range of experience in the financial services industry, including experience with Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Chatfield Dean & Co., Inc., and The Stuart-James Company, Incorporated. Timothy holds a Series 63, Series 65, Series 7, Series 24, and Series 31 licenses.
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.
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.
1
2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
05/21/2004 - 08/19/2013
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
NY
09/13/1995 - 06/02/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CO
11/24/1990 - 08/08/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
09/20/1988 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 09/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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