Timothy
Wyand
Flagship Harbor Advisors, LLC
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About this Advisor
Timothy Wyand is a financial advisor based in Yarmouth, Maine, working with Flagship Harbor Advisors, LLC. Timothy has previously held positions at Layline Advisors, Persistent Energy Capital, Acumen Fund, Human Development Innovation Fund, Principles For Responsible Investment (Unpri), Lpl Financial, LLC, and Flagship Harbor Advisors, LLC. Timothy has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in Maine. Currently, Timothy is part of Flagship Harbor Advisors, LLC, which operates out of Yarmouth, Maine. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$2,448,936,619
58
12,625
$193,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Timothy Wyand Work History
Lpl Financial, LLC
Flagship Harbor Advisors, LLC
Flagship Harbor Advisors, LLC
Layline Advisors
Principles For Responsible Investment (Unpri)
Acumen Fund
Human Development Innovation Fund
Persistent Energy Capital
Disclosures
Please visit the SEC profile of Timothy Wyand 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 Flagship Harbor Advisors, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Yarmouth, ME
Austin, TX
Hampton, NH
Boston, MA
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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