Timothy Beeman (CRD# 1424985) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 18 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth LLC | Phoenix, AZ | Aug 2022 - Current | < 1 |
| Redwood Tax Specialists LLC | Mount Juliet, TN | Nov 2021 - Current | 1 |
| Forward Energy LLC | Mount Juliet, TN | Oct 2004 - Current | 18 |
| Forward Financial And Ins Services | Mount Juliet, TN | Sep 1979 - Current | 43 |
| Tj Beeman Advisory Group | Mount Juliet, TN | Sep 1979 - Current | 43 |
| First Advisors National LLC | Atlanta, GA | Sep 2017 - Jul 2022 | 4 |
| Longevity Capital LLC | Hudson, OH | May 2012 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- TN
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Total Assets Under Management149MILLIONS
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Total Number of Accounts982ACCOUNTS
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Average Account Value$151,988
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WI
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