Tim Donaldson Crpc® Email & Phone Number
Who is Tim Donaldson Crpc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Tim Donaldson Crpc® is listed as Wealth Operations Manager, VP at BT Wealth Advisors, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Tim Donaldson Crpc®.
Tim Donaldson Crpc® previously worked as Wealth Operations Manager, AVP at Bt Wealth Advisors and Operations Manager at Calton & Associates, Inc.. Tim Donaldson Crpc® holds Finance, Finance, General from Florida State University - College Of Business.
Email format at BT Wealth Advisors
This section adds company-level context without repeating Tim Donaldson Crpc®'s masked contact details.
Review company-level records connected to Tim Donaldson Crpc® before choosing the right outreach path.
About Tim Donaldson Crpc®
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-
Tim Donaldson Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Tim Donaldson Crpc® work experience
A career timeline built from the work history available for this profile.
Wealth Operations Manager, Avp
Operations Manager
Manager - Brokerage Services
Paraplanner
Account Services Rep
Advisor
Tim Donaldson Crpc® education
Finance, Finance, General
Master Of Business Administration - Mba
Frequently asked questions about Tim Donaldson Crpc®
Quick answers generated from the profile data available on this page.
What company does Tim Donaldson Crpc® work for?
Tim Donaldson Crpc® works for BT Wealth Advisors.
What is Tim Donaldson Crpc®'s role at BT Wealth Advisors?
Tim Donaldson Crpc® is listed as Wealth Operations Manager, VP at BT Wealth Advisors.
Where is Tim Donaldson Crpc® based?
Tim Donaldson Crpc® is based in Tampa, Florida, United States while working with BT Wealth Advisors.
What companies has Tim Donaldson Crpc® worked for?
Tim Donaldson Crpc® has worked for Bt Wealth Advisors, Calton & Associates, Inc., Invest Financial, Ameriprise Financial Advisors, and Morgan Stanley Smith Barney.
How can I contact Tim Donaldson Crpc®?
You can use AeroLeads to view verified contact signals for Tim Donaldson Crpc® at BT Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Tim Donaldson Crpc® attend?
Tim Donaldson Crpc® holds Finance, Finance, General from Florida State University - College Of Business.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial