Timothy C. Vail
Professional summary
Timothy Cooke Vail, AIF®, who also goes by Tim Cooke Vail, Tim Vail, Timothy C. Vail, Timothy Vail, is a registered financial advisor currently at VAIL RIDGE CAPITAL, LLC located in Bellingham, Washington.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Timothy has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Cooke Vail's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2014 - Present
VAIL RIDGE CAPITAL, LLC
February 28, 2012 - December 18, 2014
CETERA ADVISORS LLC
February 28, 2012 - December 18, 2014
CETERA ADVISORS LLC
July 11, 2011 - February 28, 2012
PACIFIC WEST FINANCIAL CONSULTANTS INC
July 11, 2011 - February 28, 2012
PACIFIC WEST SECURITIES, INC.
April 29, 2009 - July 21, 2011
WADDELL & REED
February 25, 2009 - July 21, 2011
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/12/2014)
Exams
Current Firm
VAIL RIDGE CAPITAL, LLC
CRD#: 173397 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 2,871,145 |
Red Flags
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