TH
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Timothy Hartle
32 Years of Experience
Odessa, FL
1 DisclosureSells Insurance
Timothy Hartle is a registered investment advisor at Pgw Financial, based in Odessa, FL, with 32 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2 clients with $8M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$8.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
Odessa, FL
Get directionsHistory
Regulatory History (1)
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Financial
April 2020Final
Other Business ActivitiesSells Insurance
Timothy is a licensed insurance agent, sells Motto Mortgage franchises, and is the Vice President of his HOA.
Employment History
Current Registrations
Pgw Financial
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Supreme Alliance LLC
April 2020 - December 2022 · 2 yrs 8 mos
Supreme Alliance LLCBroker
July 2019 - December 2022 · 3 yrs 5 mos
Lasalle St. Investment Advisors, L.L.C.
October 2017 - March 2019 · 1 yr 5 mos
Lasalle St Securities, L.L.C.Broker
September 2017 - March 2019 · 1 yr 6 mos
Wells Fargo Clearing Services, LLC
November 2011 - October 2017 · 5 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2011 - October 2017 · 5 yrs 11 mos
Suntrust Investment Services, INC.
March 2007 - December 2011 · 4 yrs 9 mos
Suntrust Investment Services, INC.Broker
February 2007 - December 2011 · 4 yrs 10 mos
J.P. Turner & Company, L.L.C.Broker
October 2006 - February 2007 · 4 mos
Summit Financial Group INC
October 2006 - October 2006 · 0 mos
Summit Brokerage Services, INC.Broker
July 2006 - October 2006 · 3 mos
Uvest Financial Services Group, INC.
August 2002 - June 2006 · 3 yrs 10 mos
Uvest Financial Services Group, INC.Broker
August 2002 - June 2006 · 3 yrs 10 mos
Wachovia Securities Financial Network, INC.
January 2001 - August 2002 · 1 yr 7 mos
Wachovia Securities Financial Network, INC.Broker
January 2001 - August 2002 · 1 yr 7 mos
Jwgenesis Financial Group, INCBroker
January 1999 - January 2001 · 2 yrs
Chatfield Dean & CO., INC.Broker
April 1996 - January 1999 · 2 yrs 9 mos
Chatfield Dean & CO., INC.Broker
July 1993 - October 1994 · 1 yr 3 mos
Maxwell Investments, INC.Broker
March 1993 - May 1993 · 2 mos
Sovereign Equity Management CORP.Broker
September 1992 - March 1993 · 6 mos
Paragon Capital CorporationBroker
May 1992 - September 1992 · 4 mos
Lew Lieberbaum & CO., INC.Broker
December 1991 - June 1992 · 6 mos
Lehman Brothers INC.Broker
October 1991 - December 1991 · 2 mos
Chatfield Dean & CO., INC.Broker
November 1990 - August 1991 · 9 mos
The Stuart-James Company, IncorporatedBroker
December 1989 - December 1990 · 1 yr
The Stuart-James Company, IncorporatedBroker
March 1989 - November 1989 · 8 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.