Timothy Parkison
Timothy Parkison is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Sandusky, OH, with 9 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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B 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 | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
205 West Water Street, Sandusky, OH, 44870
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business Activities
Timothy is a director for the Erie County Chamber of Commerce and a board member for the Sandusky State Theatre, dedicating minimal time to each. These activities are not investment-related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations16 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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