Theresa
Timmerman
Vanderbilt Advisory Services
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About this Advisor
Theresa Timmerman is a financial advisor based in North Reading, Massachusetts, working with Vanderbilt Advisory Services. Theresa has previously held positions at Infinex Investments, Inc, Financial West Group, Vanderbilt Securities, LLC, and Vanderbilt Advisory Services. Theresa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts, New Hampshire, and Rhode Island. Currently, Theresa is part of Vanderbilt Advisory Services, which operates out of North Reading, Massachusetts. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 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, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$1,103,544,071
107
5,069
$217,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Theresa Timmerman Work History
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Financial West Group
Infinex Investments, Inc
Disclosures
Please visit the SEC profile of Theresa Timmerman 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 Vanderbilt Advisory Services
Woodbury, NY
Brookline, MA
Hudson, MA
Woodbury, NY
Warwick, NY
Woodbury, NY
Fruitland Park, FL
Carle Place, NY
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