TS
Timothy W. Spuler
TRUVINE FINANCIAL
Moorestown, NJ
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CRD#: 6983571
TS
Professional summary
Timothy Wayne Spuler is a registered financial advisor currently at TRUVINE FINANCIAL, LLC located in Moorestown, New Jersey.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Wayne Spuler'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®
NoneExperience
Current
September 26, 2018 - Present
TRUVINE FINANCIAL, LLC
RIA
CRD#: 297939
Moorestown, 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
New Jersey(9/26/2018)
IAR
Pennsylvania(10/30/2018)
Current Firm
TF
TRUVINE FINANCIAL, LLC
TRUVINE FINANCIAL, LLC
CRD#: 297939 / SEC#:
New Jersey
Registered Investment Advisory firm - (9/26/2018 Approved)Pennsylvania
Registered Investment Advisory firm - (10/30/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Moorestown, NJ
Mailing Address
Phone number
(215) 858-8448
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 9,341,971 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
