Unclaimed Profile

Timothy Kingston

GLOBAL WEALTH MANAGEMENT, LLC·KINGSTON, New Jersey

Series 7, Series 55, Series 63Clean record14 years registeredGLOBAL WEALTH MANAGEMENT, LLC

4428 ROUTE 27, BLDG C, KINGSTON, NJ 08528CRD# 4606266Firm CRD# 153677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Kingston · KINGSTON, NJ

Registration

CRD #4606266 · GLOBAL WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLOBAL WEALTH MANAGEMENT, LLC

GLOBAL WEALTH MANAGEMENT, LLC

Mar 2018 – May 2021

KINGSTON, NJ

GLOBAL WEALTH MANAGEMENT, LLC

Dec 2011 – Dec 2017

KINGSTON, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 63

Registration record

First registered · December 5, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL WEALTH MANAGEMENT, LLC

CRD 153677 · SEC 801-71368

AUM

$235M

Regulatory assets under management

Employees

249 client accounts

Services offered by GLOBAL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Kingston offer?

Timothy Kingston specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Timothy Kingston's credentials?

Timothy Kingston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Kingston located?

Timothy Kingston is based in KINGSTON, New Jersey, last registered with GLOBAL WEALTH MANAGEMENT, LLC.

How does Timothy Kingston charge for services?

Timothy Kingston'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 GLOBAL WEALTH MANAGEMENT, LLC?

GLOBAL WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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