TB
TB

Timothy Baldwin

38 Years of Experience
Saginaw, MI
Broker

Timothy Baldwin is a registered investment advisor at Raymond James & Associates, INC., based in Saginaw, MI, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4215 Fashion Square Blvd., Suite 1, Saginaw, MI, 48603

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy is a coach for 10K To Flight, running sound and providing feedback. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Raymond James & Associates, INC.Broker
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
November 1987 - May 1998 · 10 yrs 6 mos
State Registrations23 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Baldwin - Financial Advisor | TrueAdvisor