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William Arthur Timm

Investment adviser representative at Valor Financial Services, LLC
18 yearsExperience
1 stateRegistered in
$273.3MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Valor Financial Services, LLCMay 2020 to now
  2. Knox Wealth Partners Advisory, LLCMay 2017 to May 2020
  3. LPL Financial LLCMar 2008 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (TN).

Valor Financial Services, LLC

$273.3MAssets managed
1,675Clients
2Advisers
6 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
3233169
Firm CRD
309377
Advisor's SEC record (opens in a new tab)
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