Timothy Betts (CRD# 6339997) is an Investment Advisor Representative working at Lincoln Investment in Alva, FL and has over 8 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1002352
Hightower Advisors, LLC
CRD# 1433847
Ace Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Oct 2023 - Current | < 1 |
| Capital Analysts | Fort Washington, PA | Oct 2023 - Current | < 1 |
| Lpl Financial LLC | Fort Myers, FL | May 2022 - Oct 2023 | 1 |
| Suncoast Credit Union | Tampa, FL | Oct 2021 - Oct 2023 | 2 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Oct 2021 - Oct 2023 | 2 |
| Bank Of America, N.a. | Fort Myers, FL | Sep 2018 - Sep 2021 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Myers, FL | Jun 2018 - Sep 2021 | 3 |
| Rocket Sign Supplies | Fort Myers, FL | Apr 2018 - Jun 2018 | < 1 |
| Branch Banking And Trust | Fort Myers, FL | Jan 2017 - Apr 2018 | 1 |
| Dealers Greatest Assets | Bonita Springs, FL | Aug 2016 - Jan 2017 | < 1 |
| Edward Jones | St. Louis, MO | Jun 2016 - Aug 2016 | < 1 |
| Unemployed | Fort Myers, FL | Apr 2016 - Jun 2016 | < 1 |
| Foresters Financial Services | Tampa, FL | Sep 2015 - Mar 2016 | < 1 |
| Unemployed | Fort Myers, FL | Jun 2015 - Sep 2015 | < 1 |
| Florida Memorial University | Miami Gardens, FL | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- FL
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
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