Timothy Holsworth
Timothy Holsworth is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bay City, MI, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1601 Marquette Street, Suite 4, Bay City, MI, 48706
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Customer Dispute
November 2009Other Business Activities
Timothy is a partner at AHP Financial Services Inc., an independent RIA, since 2005, dedicating a few hours per week to this business. The description of duties was not required at the time of submission.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Ahp Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Invest Financial CorporationBroker
First of Michigan CorporationBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Pruco Securities CorporationBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.