Timothy Edward Martin
Professional Summary
Timothy Edward Martin, who also goes by Tim Martin, is a registered financial advisor currently at PEAKVALLEY WEALTH, LLC located in Roanoke, Virginia. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Timothy has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Timothy Edward Martin, Tim Martin
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
BWS ADVISORS LLC | SHRADER WEALTH ADVISORS, LLC | SHRADER INVESTMENT COMPANY, LLC | PEAKVALLEY WEALTH, LLC
Contact Information
Main Address
2762 Electric Road Suite C, Roanoke, VA 24018Mailing Address
Po Box 20107, Roanoke, VA 24018Phone Number
(540) 904-7969# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
481AUM (Assets Under Management)
$130,270,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BWS ADVISORS LLC | SHRADER WEALTH ADVISORS, LLC | SHRADER INVESTMENT COMPANY, LLC | PEAKVALLEY WEALTH, LLC
State Registrations and Notice Filings
(5/2/2023)
(5/5/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Edward Martin's CRS (Customer Relationship Summary).
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