How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

q4G0EfpMQq4

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Timothy

ADVISOR PROFILE

Services Offered
Insurance Planning
Tax Planning
Divorce Planning
Investment Planning
Social Security Planning
Business Succession Planning
Estate Planning
Retirement Planning
Employee and Employer Plan Benefits
Comprehensive Financial Planning

1)HARVEST ROCK ADVISORS LLC, 230 N GEORGE ST, YORK, PA, 8/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 5 HR/WK - 5/TRADING. 2)HARVEST ROCK ADVISORS, LLC. YORK, PA. STARTED 9/2013 AS OWNER/MANAGER. ROYALTY ADMINISTRATION AND MANAGEMENT SERVICES: ANCILLARY ACCOUNTING/ADMINISTRATIVE SERVICE OFFERED TO OUR WEALTH MANAGEMENT CLIENTS WITH A OIL AND GAS LEASE UNDER WHICH THEY ARE RECEIVING ROYALTIES. SPENDS 5 HR/MO, 5 HR/MO DURING TRADING. NOT INVESTMENT RELATED. 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK -20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4)YORK COUNTY HISTORY CENTER, 250 E MARKET STREET, YORK, PA. BOARD MEMBER OF A NON PUBLIC ENTITY. 9/11/2016, NOT INVESTMENT RELATED, 3/MONTHLY, 3/TRADING

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
vFjUHaDh2_g

FEEDBACK

Feedback Policy

Timothy H Sutherland

Experience: 20 years / 4 firms

© 2024 AdvisorCheck an AIMR Analytics company.  All Rights Reserved