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Tim Rine, Aif®, Crpc® Email & Phone Number

LPL Financial Advisor at White Oak Wealth Group
Location: Atlanta Metropolitan Area, United States 5 work roles 3 schools
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Current company
White Oak Wealth Group
Role
LPL Financial Advisor
Location
Atlanta Metropolitan Area, United States

Who is Tim Rine, Aif®, Crpc®? Overview

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Tim Rine, Aif®, Crpc® is listed as LPL Financial Advisor at White Oak Wealth Group, based in Atlanta Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Tim Rine, Aif®, Crpc®.

Tim Rine, Aif®, Crpc® previously worked as Business Development Officer, Schwab Advisor Services at Charles Schwab and Regional Director, Wells Fargo Asset Management at Wells Fargo. Tim Rine, Aif®, Crpc® holds Mr. Canisius Award. J.Korn Midshipman Memorial Award from Canisius High School.

Profile bio

About Tim Rine, Aif®, Crpc®

Outstanding relationship management and consultative professional with experience in financial services. 20+ years working in the Southeastern US presenting and positioning investment solutions. Skills and Knowledge:- Mutual Funds- Separately Managed Accounts (SMAs)- Asset Allocation- Risk Management - Portfolio Diversification- liquid alternative strategies- Practice Management- Business Consulting. - Capital Markets- Investor/Client Educational Seminars

Current workplace

Tim Rine, Aif®, Crpc®'s current company

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White Oak Wealth Group
White Oak Wealth Group
LPL Financial Advisor
5 roles · 30 years

Tim Rine, Aif®, Crpc® work experience

A career timeline built from the work history available for this profile.

Lpl Financial Advisor

Current
White Oak Wealth Group

Securities and advisory services offered through LPL Financial, a registered investment myadvisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third 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.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Office: (706) 769-3665

May 2021 - Present

Business Development Officer, Schwab Advisor Services

Charles Schwab

Westlake, Texas, Us

2018 - 2021 ~3 yrs

Regional Director, Wells Fargo Asset Management

Wells Fargo

San Francisco, California, Us

As a Regional Director, my responsibilities involve distributing investment solutions through financial intermediaries (i.e. independent brokers/dealers, financial planners, and investment advisors). Daily requirements entail self-motivated business development, problem-solving, collaborative thinking with my associates, and positioning mutual funds, asset allocation strategies, and separately managed account solutions.

Jul 2007 - Oct 2017

Vice President

Amg Funds

Stamford, Connecticut, Us

As Vice President of Sales (Southeast), responsibilities involved distributing investment solutions through wirehouse advisors, independent brokers/dealers, financial planners, and RIAs. Daily requirements involved external territory activities via self-ignited business development, collaborative thinking with my associates, and positioning of SMAs, mutual funds, and asset allocation solutions.

Jul 2001 - Jul 2007

Account Manager

Schwab Advisor Services

San Francisco, Ca, Us

Worked directly with independent, fee-based registered investment advisors (RIAs) in the Southeast Region providing custodial, trading, and brokerage solutions. Goals/objectives were to serve advisor clients by providing business solutions and strategies for this growing RIA industry.

1997 - 2001 ~4 yrs
3 education records

Tim Rine, Aif®, Crpc® education

Mr. Canisius Award. J.Korn Midshipman Memorial Award

Canisius High School

Chartered Retirement Planning Counselor, Crpc®

College For Financial Planning

Bsba - Management, Chairman - Student Business Advisory Council

John Carroll University
FAQ

Frequently asked questions about Tim Rine, Aif®, Crpc®

Quick answers generated from the profile data available on this page.

What company does Tim Rine, Aif®, Crpc® work for?

Tim Rine, Aif®, Crpc® works for White Oak Wealth Group.

What is Tim Rine, Aif®, Crpc®'s role at White Oak Wealth Group?

Tim Rine, Aif®, Crpc® is listed as LPL Financial Advisor at White Oak Wealth Group.

Where is Tim Rine, Aif®, Crpc® based?

Tim Rine, Aif®, Crpc® is based in Atlanta Metropolitan Area, United States while working with White Oak Wealth Group.

What companies has Tim Rine, Aif®, Crpc® worked for?

Tim Rine, Aif®, Crpc® has worked for White Oak Wealth Group, Charles Schwab, Wells Fargo, Amg Funds, and Schwab Advisor Services.

How can I contact Tim Rine, Aif®, Crpc®?

You can use AeroLeads to view verified contact signals for Tim Rine, Aif®, Crpc® at White Oak Wealth Group, including work email, phone, and LinkedIn data when available.

What schools did Tim Rine, Aif®, Crpc® attend?

Tim Rine, Aif®, Crpc® holds Mr. Canisius Award. J.Korn Midshipman Memorial Award from Canisius High School.

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