Profilo
Mr. Timothy M.
Smith is a Wealth Advisor, Managing Partner & Chief Executive Officer at Continuum Wealth Advisors LLC.
As Managing Director of Investment Advisory Services, he oversees Continuum’s investment, qualified retirement plan, wealth management, and annuity lines of business.
He earned his Accredited Asset Management Specialist designation from The College for Financial Planning, and has over 25 years of experience in the financial industry.
He attended Memphis State University in Memphis, Tennessee and The College of St. Rose in Albany, New York.
Posizioni attive di Tim Smith
| Società | Posizione | Inizio |
|---|---|---|
Continuum Wealth Advisors LLC
 Continuum Wealth Advisors LLC Investment ManagersFinance Continuum Wealth Advisors LLC (Continuum) is an independent, SEC-registered investment adviser headquartered in Saratoga Springs, New York. Continuum was founded in 2010 and offers investment advisory services to individuals, high-net worth individuals, trusts, estates, and retirement plans. | Amministratore Delegato | - |
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| Aziende private | 1 |
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Continuum Wealth Advisors LLC
Continuum Wealth Advisors LLC Investment ManagersFinance Continuum Wealth Advisors LLC (Continuum) is an independent, SEC-registered investment adviser headquartered in Saratoga Springs, New York. Continuum was founded in 2010 and offers investment advisory services to individuals, high-net worth individuals, trusts, estates, and retirement plans. | Finance |
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