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Terry William Covert

TIMOTHY PARTNERS, LTD.·MAITLAND, Florida
SIE, Series 6, Series 7, Series 14, Series 24, Series 63Clean recordTIMOTHY PARTNERS, LTD.
1055 MAITLAND CENTER COMMONS, MAITLAND, FL 32751CRD# 1000023Firm CRD# 41835

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry William Covert · MAITLAND, FL
Registration
CRD #1000023 · TIMOTHY PARTNERS, LTD.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 14
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TIMOTHY PARTNERS, LTD.
CRD 41835 · SEC 801-45766
AUM
$2.3B
Regulatory assets under management
Employees
22
1 client accounts
Services offered by TIMOTHY PARTNERS, LTD.
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at TIMOTHY PARTNERS, LTD. →
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Frequently Asked Questions

What services does Terry William Covert offer?
Terry William Covert specializes in Investment Management, Fee-Only Advisory. Contact their office in MAITLAND, Florida for a consultation.
What are Terry William Covert's credentials?
Terry William Covert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terry William Covert located?
Terry William Covert is based in MAITLAND, Florida, working with TIMOTHY PARTNERS, LTD.. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.
How does Terry William Covert charge for services?
Terry William Covert's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIMOTHY PARTNERS, LTD.?
TIMOTHY PARTNERS, LTD. has approximately 22 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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