Skip to content

Timothy Mark Weishorn

Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business

Are you Timothy Mark Weishorn? Claim your profile

How the firm charges

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

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Jul 2026 to now
  2. Raymond James Financial Services, Inc.Jul 2026 to now
  3. LPL Financial, LLCMar 2017 to Jul 2026
  4. Wells Fargo Advisors Financial Network, LLCMay 2013 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
3247258
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
CallContact this firm