Timothy
Peterson

Virtue Capital Management, LLC

CRD#6200366
Investment Advisor
in Brentwood, TN

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About this Advisor

Timothy Peterson is a financial advisor based in Brentwood, Tennessee, working with Virtue Capital Management, LLC. Timothy has previously held positions at Horter Investment Management, LLC, Twp Financial, Virtue Capital Management, LLC, Twp Wealth Management, and Twp Financial & Insurance Services LLC. Timothy has passed the Series 65 regulatory exam and is registered to provide services in California and Illinois. Currently, Timothy is part of Virtue Capital Management, LLC, which operates out of Brentwood, Tennessee. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6 Cadillac Dr. Suite 310
Brentwood, TN 37027

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

TN Average: $730,596,643
Total Number of Employees

110

TN Average: 15
Total Number of Accounts

6,111

TN Average: 968
Average Account Size

$128,861

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Timothy Peterson Work History

2021 - Present (3 years)

Twp Financial & Insurance Services LLC

2020 - Present (4 years)

Twp Wealth Management

2019 - Present (5 years)

Virtue Capital Management, LLC

2007 - Present (17 years)

Twp Financial

2013 - 2019 (6 years)

Horter Investment Management, LLC

Disclosures

Please visit the SEC profile of Timothy Peterson 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 Virtue Capital Management, LLC

Brooke Huckert
Brenham, TX
Danny Miller
Pompano Beach, FL
John Keeley
Roanoke, VA
Justin Barwick
Saint Louis, MO
Christopher Clay
Brentwood, TN
Lloyd Kull
Arvada, CO
Ian Maxwell
Brentwood, TN
Donald Stanley
Brentwood, TN

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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