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Timothy Beczkowski

D.A. Davidson & CO.
26 Years of Experience
Charlottesville, VA
1 DisclosureBroker
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Timothy Beczkowski is a registered investment advisor at D.A. Davidson & CO., based in Charlottesville, VA, with 26 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, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.

D.A. Davidson & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location

Charlottesville, VA

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History

Regulatory History (1)
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Customer Dispute
August 2001
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
D.A. Davidson & CO.
August 2024 - Present · 2 yrs 2 mos
D.A. Davidson & CO.
August 2024 - Present · 2 yrs 2 mos
D.A. Davidson & CO.Broker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - September 2024 · 3 yrs 7 mos
Truist Advisory Services, INC.
February 2021 - September 2024 · 3 yrs 7 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
August 2010 - February 2021 · 10 yrs 6 mos
Scott & Stringfellow, LLC
August 2010 - January 2013 · 2 yrs 5 mos
Scott & Stringfellow, LLCBroker
June 2010 - January 2013 · 2 yrs 7 mos
Capital Brokerage CorporationBroker
March 2004 - February 2009 · 4 yrs 11 mos
Wachovia Securities, LLCBroker
October 2000 - February 2004 · 3 yrs 4 mos
First Union Brokerage Services, INC.Broker
March 1999 - October 2000 · 1 yr 7 mos
State Registrations2 states
COVA
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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