Unclaimed
William Timm is a financial advisor with Valor Financial Services, LLC located in Knoxville, Tennessee. William Timm has been a registered representative for over 20 years and has worked with clients in the Knoxville area for over 15 years. Prior to joining Valor Financial Services, LLC, William Timm was a financial advisor with LPL Financial LLC and Edward Jones. William Timm has a Series 7, Series 24, Series 63, and Series 66 license. William Timm specializes in providing financial planning and portfolio management services for individuals and high net worth individuals.
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.
A percentage of the total value of assets under management is charged.
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2
TN
06/03/2020 - Present
Valor Financial Services, LLC (KNOXVILLE TN)
TN
03/19/2008 - 06/25/2020
LPL FINANCIAL LLC (KNOXVILLE TN)
TN
07/20/1999 - 03/25/2008
EDWARD JONES (KNOXVILLE TN)
BOTH
Issued 12/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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