Timothy
Whetro
Capital Investment Advisory Services, LLC
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About this Advisor
Timothy Whetro is a financial advisor based in Toledo, Ohio, working with Capital Investment Advisory Services, LLC. Timothy has previously held positions at Buckingham Capital Management, Inc, Capital Investment Group, Inc, Buckingham & Company, Buckingham Financial Group, and Capital Investment Advisory Services, LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Timothy is part of Capital Investment Advisory Services, LLC, which operates out of Toledo, Ohio. The firm has 39 offices and 106 employees. The firm manages assets totaling $2.0 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Capital Investment Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Investment Advisory Services, LLC Brokerage Details
$1,965,083,259
106
8,913
$220,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Whetro Work History
Capital Investment Advisory Services, LLC
Capital Investment Group, Inc
Buckingham & Company
Buckingham Capital Management, Inc
Buckingham Financial Group
Disclosures
Please visit the SEC profile of Timothy Whetro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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