Timothy Roberts is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
655 Metro Place South Suite 720, [Satellite], Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy has a 28.2% ownership in Slates Wealth Management, LLC and spends a few hours per week on it. He is also the treasurer for ERN-4 Property Owners Association, dedicating minimal time each month.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations21 states
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