Timothy Taylor Paschall
Investment adviser representative at Wms Advisors, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$280.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Wms Advisors, LLCJan 2022 to now
- Purshe Kaplan Sterling InvestmentsJan 2025 to Jan 2026
- Grove Point Investments, LLCJan 2022 to Jan 2025
- Concourse Financial Group Securities Inc. (formerly Proequities)Feb 2002 to Jan 2022
- (dba) Paschall & Associates, IncJan 2002 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wms Advisors, LLC
$280.9MAssets managed
131Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2180346
- Firm CRD
- 122224