Timothy D. Walsh

XENITH FINANCIAL ADVISORY SERVICES

Fort Worth, TX

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CRD#: 4666856

Professional summary

Timothy Douglas Walsh is a registered financial advisor currently at XENITH FINANCIAL ADVISORY SERVICES, LLC located in Fort Worth, Texas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Timothy has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I OWN/OPERATE AN INSURANCE AGENCY: TIMOTHY WALSH DBA Xenith Financial Solution Center,LLc. WE OFFER CLIENTS PROPERTY AND CASUALTY, LIFE & HEALTH INSURANCE, PRE-PAID LEGAL SERVICES, CREDIT/DEBT REPAIR SERVICES, AND TRUST SERVICES. BEDFORD, TX. THIS BUSINESS IS NOT INVESTMENT RELATED. STARTED IN OCTOBER 2000. 10 HOURS PER WEEK.SEND OUT CARDS - CARD SALES TO BUSINESSES,NON INVESTMENT RELATED,5 HRS WEEK DISCOVER MARKET WEALTH - INVESTMENT RELATED SOFTWARE SALES,MAINTAIN CURRICULUM,MENTORING,MARKETING ENROLLMENTS,10 HRS WEEK Xenith Financial Ministries, Inc. [Religious Education] this is to be a 501 [c3] non profit designed for supporting church-planting efforts, locally and globally. It is not currently functioning awaiting approval of the 501 [c3]. the name has been approved in TX. There will be no compensation, and 3 individuals will be involved. Representative as president, his wife and 1 other person as treasurer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Douglas Walsh's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 17, 2018 - Present

XENITH FINANCIAL ADVISORY SERVICES, LLC

RIA

CRD#: 296479

Fort Worth, TX

Past

June 6, 2016 - December 31, 2018

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

Fort Worth, TX

Past

November 16, 2015 - May 23, 2016

WORLD CHOICE SECURITIES, INC.

RIA

CRD#: 30933

FT WORTH, TX

Past

October 4, 2012 - May 23, 2016

WORLD CHOICE SECURITIES, INC.

CRD#: 30933

FT WORTH, TX

Past

January 26, 2010 - October 3, 2012

TITAN SECURITIES

CRD#: 131392

BEDFORD, TX

Past

January 11, 2008 - January 25, 2010

PARSONEX SECURITIES, INC.

CRD#: 144412

BEDFORD, TX

Past

January 4, 2006 - December 31, 2007

CCF INVESTMENTS, INC.

CRD#: 136571

NORTH RICHLAND HILLS, TX

Past

July 2, 2003 - December 31, 2005

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(3/12/2019)

IAR

Texas
(7/17/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/17/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/2/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/30/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/17/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/30/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

XENITH FINANCIAL ADVISORY SERVICES, LLC

CRD#: 296479 / SEC#:

Louisiana

Registered Investment Advisory firm - (3/4/2019 Approved)

Nevada

Registered Investment Advisory firm - (5/19/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/17/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Fort Worth, TX

Mailing Address

Phone number

(817) 282-7777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	143
AUM (Assets Under Management)	$ 19,001,451

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy D. Walsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Douglas Walsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL SERVICES, INC.

WORLD CHOICE SECURITIES, INC.

WORLD CHOICE SECURITIES, INC.

TITAN SECURITIES

PARSONEX SECURITIES, INC.

CCF INVESTMENTS, INC.

THE LEADERS GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2014

Series 63

Date: 12/17/2003

Series 7TO

Date: 2/2/2024

SIE

Date: 11/30/2023

Series 7

Date: 2/17/2016

Series 6

Date: 6/30/2003

Current Firm

XENITH FINANCIAL ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

XENITH FINANCIAL ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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