Timothy Edward Martin

Employer firm

Peakvalley Wealth, LLC CRD 165542

$130M regulatory AUM

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

• 04/2023 → Present
  Peakvalley Wealth, Llc
  Roanoke, VA
• 05/1994 → Present
  Sole Proprietor- Timothy Martin
  Forest, VA
• 08/2001 → 06/2019
  Grace Church
  Roanoke, VA

Other Businesses

Sole Proprietor- Timothy Martin; No; Christian Ministry; Ministry Speaker; 05/1994;1/MO;1/MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-31

Other Names

• Tim Martin