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Timothy Joseph Truss

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

9690 Deereco Road, Suite 650, Timonium, MD, 21093

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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 ActivitiesSells Insurance

Timothy is a Senior Director at The L. Warner Companies Inc., engaging in investment and insurance-related member firm activities, dedicating full-time hours. He also owns Skipekey LLC, a disregarded entity for estate planning purposes, requiring minimal time.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
May 2009 - Present · 16 yrs 9 mos
The L. Warner Companies, INC
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Stanford Group CompanyBroker
November 2008 - March 2009 · 4 mos
Stanford Capital Management, LLC
November 2008 - March 2009 · 4 mos
Citigroup Global Markets INC.
December 2007 - December 2008 · 1 yr
Citigroup Global Markets INC.Broker
October 2005 - December 2008 · 3 yrs 2 mos
Icma-Rc Services, LLCBroker
November 2004 - November 2005 · 1 yr
Legg Mason Wood Walker, IncorporatedBroker
August 2000 - November 2004 · 4 yrs 3 mos
State Registrations1 state
MD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.