Timothy Woodward (CRD# 5357882) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has over 13 years of experience in the finance industry.
CRD# 4124104
Commonwealth Financial Network
CRD# 2547890
Ltg Capital LLC
CRD# 4441672
Bolton Global Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Shrewsbury, MA | Jun 2020 - Current | 3 |
Charles Schwab Bank | Chestnut, MA | Nov 2018 - May 2020 | 1 |
Charles Schwab & Company, Inc. | Chestnut, MA | Nov 2018 - May 2020 | 1 |
Bank Of America, N.a. | Lincoln, RI | Mar 2016 - Nov 2018 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln, RI | Jan 2016 - Nov 2018 | 2 |
John Hancock Funds, LLC | Boston, MA | Feb 2011 - Jan 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2011 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- MA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.