Peter Timmons
Washington, WDC, 20010
Member Since 2005
We manage money for people with other things to do. We provide peace of mind, backed by decades of investment experience. Whether you want to grow your assets, have a comfortable retirement, send your kids to college or just want someone you can trust with your financial affairs, we can help. Regardless of where you are in life, we can develop, implement and monitor a plan to help you achieve your investment goals matched to your objectives, risk tolerance and time horizon. We work with you, your accountant and your legal advisors to create a plan that incorporates your investment, tax and income considerations.
My Location
Background Information
Years of Financial Experience
- 26
Education
- College Franciscain (Baccalaureat - Economics -1974)
- Randolph-Macon College (B.A. Philosophy - 1978)
- George Washington University (M.B.A. Finance & Investments - 1981)
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity/National Financial Srvs
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually, annually and upon request
- I review my clients' investment portfolios with them quarterly, semi-annually, annually and upon request
Registration & Licensing
- CRD/IARD Number: 1248803
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: T/R Financial Management Group, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Investment Management
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, Commodities, Currencies, Equity, Limited Partnerships
Visit Website - http://www.trfinancial.net
