Timothy Taylor Paschall

Employer firm

Wms Advisors, LLC CRD 122224

$281M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2002 → 11/2024
  (Dba) Paschall & Associates, Inc
  Gastonia, NC
• 02/2002 → 01/2022
  Concourse Financial Group Securities Inc. (Formerly Proequities)
  Gastonia, NC
• 01/2022 → 01/2025
  Grove Point Investments, Llc
  Rockville, MD
• 11/2024 → Present
  Wms Advisors, Llc
  Charlotte, NC
• 01/2025 → 01/2026
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2002-07-10 → 2022-02-14
  Concourse Financial Group Securities, Inc.
  Gastonia, NC
  Gastonia, NC

Other Businesses

1) Fixed Insurance. Not investment related. At registered location. Fixed/traditional insurance. Agent. 01/1992. 15 hrs/month. 15 hrs during securities hrs. Sales of fixed/traditional insurance products. 2) The Deer Farm. Not investment related. 3709 Princeton Drive, Gastonia, NC 28056. Agriculture/farming. Member/Manager. 3/2008. 5 hrs/month. 0 hrs during securities hrs. Maintain property owned by LLC. Non-controlling stock holder. Co-control of Wells Fargo check account with Pres-VP. Bookkeeping, tax reporting. Periodic physical work with co-stockholders of forestry-timber endeavors. 3) Oak Hill Enterprises, LLC. Not investment related. 3709 Princeton Dr, Gastonia NC 28056. Real estate. Member/Manager. 1/1982. 15 hrs/month. 1-2 hrs during securities hrs. Family business that owns residential, commercial, office properties, raw land. We rent/lease and manage only our properties. 4) Alexander Mountain Corporation. Not investment related. 3709 Princeton Drive, Gastonia, NC 28056. Agriculture/farming. Treasurer/Secretary. 06/1997. 2-3 hrs/month. 0 hrs during securities hrs. Private, closely held S Corp. Non-controlling stock holder. Co-control of Wells Fargo check accnt with Pres-VP. Bookkeeping, tax reporting. Periodic physical work with co-stockholders of forestry/timber endeavors. 5) Timothy T Paschall & Philip V Longo. Not investment related. 3709 Princeton Drive, Gastonia NC 28056. Property management. Co-owner. 5/2024. 0 hrs/month. 0 hrs during securities hrs. Tenants in common ownership. Lot may be sold in future, until then only pay property taxes and occasionally mow. Maintain a joint personal bank account at Wells Fargo with minimal balance. Both owners have equal access & control.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-21
• S63 Uniform Securities Agent State Law Examination
  1991-10-16

Designations

• Certified Financial Planner

Other Names

• Tim Paschall