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Terry William Covert

TIMOTHY PARTNERS, LTD.·MAITLAND, Florida
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1055 MAITLAND CENTER COMMONS, MAITLAND, FL 32751CRD# 1000023Firm CRD# 41835
01

About

Terry William Covert is a registered financial advisor based in MAITLAND, Florida, affiliated with TIMOTHY PARTNERS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
TIMOTHY PARTNERS, LTD.
TIMOTHY PARTNERS, LTD.
AUM
$2.3B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at TIMOTHY PARTNERS, LTD. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1000023
Firm CRD# 41835
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
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