Timothy Hall
Timothy Hall is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Littleton, CO, with 16 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
2516 Main St, Littleton, CO, 80120
Get directionsHistory
Regulatory History (1)
Criminal
June 2007Other Business Activities
Timothy owns Banana Stand Enterprises, Garrison Financial Group, and Talladega Holdings, LLC, all since 2023. These entities appear to be related to his advisory business and each takes about half of Timothy's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations39 states
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
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