Timothy
Chisholm
Efficient Advisors
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About this Advisor
Timothy Chisholm is a financial advisor based in Newtown Square, Pennsylvania, working with Efficient Advisors. Timothy has previously held positions at Brinker Capital Securities, Inc, Metlife Securities Inc, Mml Investors Services, LLC, Brinker Capital, Massachusetts Mutual Life Insurance Company, Efficient Advisors, and Newsquare Capital. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Timothy is part of Efficient Advisors, which operates out of Newtown Square, Pennsylvania. The firm has 3 offices and 25 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, and pension consulting services. The fee structure at Efficient Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Efficient Advisors Brokerage Details
$2,357,579,975
25
15,510
$152,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Timothy Chisholm Work History
Efficient Advisors
Newsquare Capital
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
Brinker Capital Securities, Inc
Brinker Capital
Disclosures
Please visit the SEC profile of Timothy Chisholm 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 Efficient Advisors
Yardley, PA
Mason, OH
Matthews, NC
Cincinnati, OH
Scottsdale, AZ
Durham, NC
Mason, OH
Cincinnati, OH
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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