Tim Donaldson Crpc® Email and Phone Number
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. The Bank of Tampa and BT Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BT Wealth Advisors, and may also be employees of The Bank of Tampa. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Bank of Tampa or BT Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency• Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with BT Wealth Advisors are registered to do business, please visit www.bankoftampa.com/wealth/Series 4, 7, 24, 52, 53, 63 & 66 Registrations held through LPL Financial.State of FL insurance - Life, Health, & Variable Annuities 2-15-
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Wealth Operations Manager, AvpBt Wealth Advisors Dec 2018 - PresentTampa, Florida, Us -
Operations ManagerCalton & Associates, Inc. Apr 2018 - Dec 2018Tampa, Florida, Us -
Manager - Brokerage ServicesInvest Financial Mar 2013 - Apr 2018Appleton, Wisconsin, Us -
ParaplannerAmeriprise Financial Advisors Jan 2010 - Feb 2013Minneapolis, Mn, Us -
Account Services RepMorgan Stanley Smith Barney Sep 2007 - Jan 2010New York, Ny, Us -
AdvisorAmeriprise Financial Advisors Nov 2005 - Sep 2007
Tim Donaldson Crpc® Education Details
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Florida State University - College Of BusinessGeneral -
University Of South FloridaMaster Of Business Administration - Mba
Frequently Asked Questions about Tim Donaldson Crpc®
What company does Tim Donaldson Crpc® work for?
Tim Donaldson Crpc® works for Bt Wealth Advisors
What is Tim Donaldson Crpc®'s role at the current company?
Tim Donaldson Crpc®'s current role is Wealth Operations Manager, AVP at BT Wealth Advisors.
What schools did Tim Donaldson Crpc® attend?
Tim Donaldson Crpc® attended Florida State University - College Of Business, University Of South Florida.
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