Timothy Lawrence Welch

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2017
  Principal Securities, Inc
  Fresno, CA
• 06/2017 → 11/2017
  Investment Centers Of America/ Central Valley Community Bank
  Madera, CA
• 11/2017 → Present
  Raymond James Financial Services, Inc.
  Madera, CA
• 11/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Madera, CA
• 11/2017 → 12/2024
  Community West Bank
  Visalia, CA
• 05/2021 → Present
  Community West Bank
  Madera, CA
• 05/2021 → Present
  Central Valley Investment Services
  Madera, CA

Previous Registrations

• 2017-06-12 → 2017-11-02
  Investment Centers Of America, Inc.
  Fresno, CA
  Madera, CA
  Fresno, CA
  Oakhurst, CA
• 2015-12-23 → 2017-06-15
  Principal Securities, Inc.
  Fresno, CA
• 2002-03-15 → 2015-06-09
  U.S. Bancorp Advisors, Llc
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Fresno, CA
  Clovis, CA
  Clovis, CA
  San Francisco, CA

Other Businesses

(1)Name of Business: Central Valley Investment Servivces Address: 1919 Howard Rd, Madera, CA, 93637-5134, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Owner, Branch Manager, Financial Advisor (2)Name of Business: Community West Bank Address: 1919 Howard Road, Madera, CA, 93637, United States Activity Type: Bank or Credit Union Associate Position/Title: Independent Contractor Investment Related: Yes Start Date: 05/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Central Valley Investment Services, LLC\nBranch Manager\nFinancial Advisor (3)Name of Business: N/A Address: 7223 N. Chris Ave, Fresno, CA, 93445, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own/Manage/Lease Single Unit Condo

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-22
• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Other Names

• Timothy Lawrence Welch
• Timothy L Welch