Timothy Brown (CRD# 6504801) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Uniontown, PA and has over 7 years of experience in the finance industry. Timothy Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2168331
Cetera Investment Advisers LLC
CRD# 1431999
Huntington Financial Advisors
CRD# 4118348
Allegheny Investments, Ltd.
Company Name | Location | Dates | Years |
---|---|---|---|
Janney Montgomery Scott LLC | Uniontown, PA | Oct 2021 - Current | 2 |
Janney Montgomery Scott, LLC | Uniontown, PA | Oct 2017 - Oct 2021 | 4 |
Bank Of America, N.a. | Upper St. Clair, PA | Mar 2016 - Oct 2017 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper St. Clair, PA | Jun 2015 - Oct 2017 | 2 |
California University Of Pennsylvania | California, PA | Aug 2012 - Dec 2015 | 3 |
California University Of Pennsylvania | California, PA | Sep 2014 - May 2015 | < 1 |
Colebrook Chocolate | Connellsville, PA | Nov 2013 - Jan 2015 | 1 |
Pennsylvania Department Of Transportation | Uniontown, PA | May 2014 - Aug 2014 | < 1 |
California University Of Pennsylvania | California, PA | Feb 2013 - May 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- PA
- TX
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Total Assets Under Management85,895MILLIONS
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Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- 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, VI, VT, WA, WI, WV, WY
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