Timothy Halchuck
Timothy Halchuck is a registered investment advisor at Newedge Advisors, based in New Orleans, LA, with 30 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
858 Camp Street, New Orleans, LA, 70130
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is the CEO, Corporate Treasurer, and Chairman of the Board for AMI Benefit Plan Administrators, Inc. and AMI Insurance Agency, Inc., dedicating full-time hours to the former and a few hours per week to the latter, which includes life and health insurance sales. He also holds positions at AMI Investment Advisory Services, Inc., serves as a family trust trustee, is on an advisory board for a technical college, sells term life insurance through West Coast Life, and works as an Investment Advisor Representative and Registered Rep.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Previous Registrations
Mid Atlantic Financial Management, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Advisors, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Sws Financial Services
Sws Financial ServicesBroker
Southwest Securities, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Continental Capital Investment Services, INC.Broker
Ifg Network Securities, INC.Broker
Buckhead Financial CorporationBroker
State Registrations13 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.