Timothy DemayCRD Number: 5025712
Current Firm: Iams Wealth Management, LLC
Timothy Demay (CRD# 5025712) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Fowler, OH and has over 17 years of experience in the finance industry.
The Wealth Consulting Group
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Iams Wealth Management, LLC||Elkhorn, NE||Oct 2017 - Current||5|
|United Healthcare||Minnetonka, MN||Oct 2011 - Current||11|
|Td Tax And Finance||Fowler, OH||Jan 1995 - Current||28|
|Sharon Tube||Sharon, PA||Dec 1986 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2005|
|S65||NASAA Investment Advisors Law Examination||Sep 2017|
Total Assets Under Management123MILLIONS
Total Number of Accounts1,202ACCOUNTS
Average Account Value$102,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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