Tim Donaldson Crpc®

Tim Donaldson Crpc® Email and Phone Number

Wealth Operations Manager, AVP at BT Wealth Advisors @ BT Wealth Advisors
Tim Donaldson Crpc®'s Location
Tampa, Florida, United States, United States
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 Details
BT Wealth Advisors

Bt Wealth Advisors

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Wealth Operations Manager, AVP at BT Wealth Advisors
Tim Donaldson Crpc® Work Experience Details
  • Bt Wealth Advisors
    Wealth Operations Manager, Avp
    Bt Wealth Advisors Dec 2018 - Present
    Tampa, Florida, Us
  • Calton & Associates, Inc.
    Operations Manager
    Calton & Associates, Inc. Apr 2018 - Dec 2018
    Tampa, Florida, Us
  • Invest Financial
    Manager - Brokerage Services
    Invest Financial Mar 2013 - Apr 2018
    Appleton, Wisconsin, Us
  • Ameriprise Financial Advisors
    Paraplanner
    Ameriprise Financial Advisors Jan 2010 - Feb 2013
    Minneapolis, Mn, Us
  • Morgan Stanley Smith Barney
    Account Services Rep
    Morgan Stanley Smith Barney Sep 2007 - Jan 2010
    New York, Ny, Us
  • Ameriprise Financial Advisors
    Advisor
    Ameriprise Financial Advisors Nov 2005 - Sep 2007

Tim Donaldson Crpc® Education Details

  • Florida State University - College Of Business
    Florida State University - College Of Business
    General
  • University Of South Florida
    University Of South Florida
    Master 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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