Timothy Hale, financial advisor Afton WY

Timothy Hale

CRD Number: 5128294
Current Firm: Hale Financial Solutions, LLC

Timothy Hale (CRD# 5128294) is an Investment Advisor Representative working at Hale Financial Solutions, LLC in Afton, WY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Hometown Title Afton, WY Jul 2016 - Current 7
Hale Financial Solutions Afton, WY Jul 2016 - Current 7
Zions Bancorporation Salt Lake City, UT May 2009 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2006
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Timothy C. Hale
Phone Number: 307-201-9514
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $149,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

WY

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