Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Yeats Thomas is a financial advisor with Members Wealth LLC and has been in the industry since 1997. Timothy holds Series 7, 24 and 65 licenses and works with high-net-worth individuals and other individuals. Timothy provides financial planning and portfolio management services. Timothy has previously worked with Lockwood Financial Services, Inc. and Pershing LLC.
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.
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
CA
08/24/2023 - Present
Members Wealth LLC (Santa Barbara CA)
PA
12/15/2003 - 01/02/2008
PERSHING LLC (MALVERN PA)
PA
02/19/1999 - 12/31/2005
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Timothy Thomas is the right advisor for you? Invested Better is here to help.
