Timothy Romero, financial advisor Port Arthur TX

Timothy Romero

CRD Number: 6814538
Current Firm: Iams Wealth Management, LLC

Timothy Romero (CRD# 6814538) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Port Arthur, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Iams Wealth Management, LLC Omaha, NE Jun 2017 - Current 6
Romero Retirement Strategies Port Arthur, TX May 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Timothy L. Romero
Phone Number: (888)255-7670
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $129,079
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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