Timothy James Allin
Investment adviser representative at Gds Wealth Management
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
5 yearsFirm in business
Are you Timothy James Allin? Claim your profile
Contact this firm
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
11 years in the industry.
- Gds Wealth ManagementFeb 2023 to now
- Norman Window FashionsMar 2017 to Feb 2023
- Shoppa's Material HandlingJan 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gds Wealth Management
Legal name: One Way Holdings LLC
$1.8BAssets managed
1,082Clients
23Advisers
5 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
- 7706604
- Firm CRD
- 315934