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Timothy Weishorn

27 Years of Experience
Greensburg, PA
1 DisclosureBroker

Timothy Weishorn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensburg, PA, with 27 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

235 Humphrey Rd., Bldg 2, Suite 3, Greensburg, PA, 15601

Get directions

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
January 2002
Withdrawn
Other Business Activities

Timothy is a non-profit board member for Pineview Condo Association, spending minimal time. He also manages real estate rentals and has a business entity for tax/investment purposes, each requiring minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2026 - Present · 3 mos
Previous Registrations
LPL Financial LLC
March 2017 - July 2026 · 9 yrs 4 mos
LPL Financial LLCBroker
March 2017 - July 2026 · 9 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
September 2016 - April 2017 · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2013 - April 2017 · 3 yrs 11 mos
Wells Fargo Advisors, LLC
June 2011 - May 2013 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
January 2002 - January 2008 · 6 yrs
Tiche Capital Strategies LLCBroker
April 2001 - January 2002 · 9 mos
Emmett a Larkin Company, INC.Broker
July 1999 - April 2001 · 1 yr 9 mos
State Registrations26 states
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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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