Timothy Iseler (CRD# 7140564) is an Investment Advisor Representative working at Iseler Financial in Durham, NC and has over 5 years of experience in the finance industry. Timothy Iseler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iseler Financial, LLC | Durham, NC | May 2019 - Current | 5 |
| Self-employed | Durham, NC | Mar 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- NC
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$43,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NC
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