TA
CFP
TA
CFP

Timothy Askew

29 Years of Experience
Hendersonville, NC
1 DisclosureBrokerSells Insurance

Timothy Askew is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hendersonville, NC, with 29 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

224 B South Grove Street, Hendersonville, NC, 28792

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2005
Settled
Other Business ActivitiesSells Insurance

Timothy is involved in several business activities, including owning Abbeville Ammo and Arms, Askew & Associates Wealth Services, Askew Family Farm, LLC, Devon Nation, LLC, Hidden Pines LP, and acting as a trustee for SUNNYBROOK ASSI. He also advises clients on life insurance products through Askew Wealth Services, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.
May 2004 - Present · 22 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
Raymond James Financial Services
May 2004 - January 2009 · 4 yrs 8 mos
Wachovia Securities, LLC
May 2003 - May 2004 · 1 yr
Wachovia Securities, LLCBroker
June 2002 - May 2004 · 1 yr 11 mos
Wachovia Securities, INC.Broker
June 1998 - June 2002 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1997 - May 1998 · 1 yr 3 mos
State Registrations31 states
ALARAZCACOCTFLGAILKYLAMAMDMIMONCNJNYOHOKORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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.
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