Timothy Power (CRD# 4746589) is an Investment Advisor Representative working at Balance Wealth in Columbus, OH and has over 20 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balance Wealth, LLC | Austin, TX | Jan 2024 - Current | < 1 |
| Wealthsource Partners, LLC | Austin, TX | Mar 2021 - Current | 3 |
| Surepath Wealth Management LLC | Austin, TX | Jul 2016 - Apr 2021 | 4 |
| Eagle Strategies LLC | Waltham, MA | Jun 2010 - Jul 2016 | 6 |
| New York Life Insurance Company | Waltham, MA | Jun 2009 - Jul 2016 | 7 |
| Nylife Securities LLC | Waltham, MA | Jun 2009 - Jul 2016 | 7 |
| Upside Entertainment | Boston, MA | May 2002 - Sep 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- TX
-
Total Assets Under Management91MILLIONS
-
Total Number of Accounts554ACCOUNTS
-
Average Account Value$163,469
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, TX
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