Timothy
Paschall

Wms Advisors, LLC

CRD#2180346
Investment Advisor
in Rockville, MD

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About this Advisor

Timothy Paschall is a certified financial planner based out of Rockville, Maryland who has 1 year of relevant experience. Paschall is on the advisory team at Wms Advisors, LLC. Throughout their career, Paschall has worked at Wms Advisors, LLC, Grove Point Investments, LLC, (Dba) Paschall & Associates, Inc and Concourse Financial Group Securities Inc (Formerly Proequities). Paschall holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in North Carolina. Wms Advisors, LLC is an advisory business based out of Rockville, MD. The firm has offices in two locations and just five employees. It administers $168 million in total assets across its 276 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 276 customer accounts, 32% are held by high-net-worth individuals who have at least $1 million in investable assets. Wms Advisors, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on which service is provided. However, fee types charged by Wms Advisors, LLC most likely include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

11300 Rockville Pike, Suite 800
Rockville, MD 20852

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Wms Advisors, LLC Brokerage Details

Total Assets Under Management

$167,605,516

MD Average: $6,889,882,315
Total Number of Employees

5

MD Average: 45
Total Number of Accounts

276

MD Average: 765
Average Account Size

$607,266

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Timothy Paschall Work History

Timothy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wms Advisors, LLC

2022 - Present (2 years)

Grove Point Investments, LLC

2002 - Present (22 years)

(Dba) Paschall & Associates, Inc

2002 - 2022 (20 years)

Concourse Financial Group Securities Inc (Formerly Proequities)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Paschall 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 Wms Advisors, LLC

Thomas Maclennan
Rockville, MD
Alexander Schutz
Rockville, MD
Timothy Paschall
Rockville, MD
David Williams
Rockville, MD
Henry Meadows
Rockville, MD

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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