Timothy
Mccain

Sem Wealth Management

CRD#5161195
Investment Advisor
in Tucson, AZ

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About this Advisor

Timothy Mccain is a financial advisor based in Tucson, Arizona, working with Sem Wealth Management. Timothy has previously held a position at Distribution Systems, Inc. Timothy has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Timothy is part of Sem Wealth Management, which operates out of Tucson, Arizona. The firm has 1 office and 10 employees. The firm manages assets totaling $584.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Sem Wealth Management includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

7367 E. Tanque Verde Rd
Tucson, AZ 85715-3475

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Sem Wealth Management Brokerage Details

Total Assets Under Management

$584,140,000

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

2,906

AZ Average: 1,370
Average Account Size

$201,012

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Timothy Mccain Work History

2004 - Present (20 years)

Distribution Systems, Inc

Disclosures

Please visit the SEC profile of Timothy Mccain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sem Wealth Management

Edward Dudley
New Kent, VA
Garland Scott
New Kent, VA
Cody Hybiak
Tucson, AZ
James Stover
Tucson, AZ
Timothy Mccain
Tucson, AZ
Shannon Chandler
Tucson, AZ
Jeffrey Hybiak
Tucson, AZ
Richard Gage
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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