Theotime Desmulier
Theotime Desmulier is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 7 years of industry experience. Theotime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
1991 Summit Park Drive, Orlando, FL, 32810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theotime is a registered representative for Rehmann Financial Network LLC and an investment advisor representative for Rehmann Capital Advisory Group, dedicating nearly full-time hours to these roles. He is also a resident producer for Rehmann Insurance Group, writing insurance and annuity contracts and providing analysis to clients, which takes about a quarter of his time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Rehmann Wealth
Rehmann Financial Network, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations8 states
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