Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
148 clients
Average Client Portfolio
$414K average
Assets Under Management
$61.3M
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Contact
Timothy G Massie
Location
209 East Main Street, Suite 139, Battle Ground, WA, 98604
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Timepiece Financial Planning, INC.
September 2011 - Present · 14 yrs 5 mos
Previous Registrations
Kms Financial Services, INC
August 2009 - June 2011 · 1 yr 10 mos
TD Ameritrade, INC.
July 2006 - March 2009 · 2 yrs 8 mos
Amerivest Investment Management, LLC
June 2006 - March 2009 · 2 yrs 9 mos
Banc of America Investment Services, INC.
September 2005 - May 2006 · 8 mos
State Registrations4 states
AKORTXWA
Advisor
Exams
No exam information available for this advisor.
Contact
Timothy G Massie