Timothy
Power
Wealthsource®
Answer a few questions and
get matched with an advisor.
About this Advisor
Timothy Power is a financial advisor working out of Austin, Texas who has 2 years of relevant experience. Power is an employee of Wealthsource®. During their career, the advisor has held roles at Upside Entertainment, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Wealthsource Partners, LLC and Surepath Wealth Management LLC. Power maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Wealthsource® is a registered investment business operating out of San Luis Obispo, CA. It has offices in 39 locations and a total of 71 advisors. It oversees $2 billion in assets across its 6,375 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves six charitable organizations. Of its 6,375 client accounts, 19% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which services are offered. Fees billed by Wealthsource® likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wealthsource® Brokerage Details
$1,915,866,644
71
6,375
$300,528
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 Power Work History
Timothy has been registered as a financial advisor for 2 years.*
Wealthsource Partners, LLC
Surepath Wealth Management LLC
Eagle Strategies LLC
New York Life Insurance Company
Nylife Securities LLC
Upside Entertainment
*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 Power 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 Wealthsource®
San Luis Obispo, CA
Mission Viejo, CA
Tulsa, OK
Grand Junction, CO
Santa Monica, CA
Columbus, OH
Boulder, CO
Manhattan Beach, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
