William Arthur Timm

Employer firm

Valor Financial Services, LLC CRD 309377

$273M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2008 → 05/2020
  Lpl Financial Llc
  Knoxville, TN
• 05/2017 → 05/2020
  Knox Wealth Partners Advisory, Llc
  Knoxville, TN
• 05/2020 → Present
  Valor Financial Services
  Knoxville, TN

Previous Registrations

• 2008-03-20 → 2020-06-25
  Lpl Financial Llc
  Knoxville, TN
  San Diego, CA
  Knoxville, TN
• 2020-04-29 → 2020-06-11
  Flagship Harbor Advisors, Llc
  Knoxville, TN
  Boston, MA
• 2017-07-12 → 2020-06-02
  Knox Wealth Partners Advisory
  Knoxville, TN
  Knoxville, TN
• 2007-01-22 → 2008-03-25
  Edward Jones
  Powell, TN

Other Businesses

1. 12/30/2009 - No Business Name - Investment Related - 10820 Murdock Dr suite 102 Knoxville, TN 37932 - Real Estate Rental - Time Spent 2%. 2. 6/15/2017 - Knox wealth Partners Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/05/2017 - 80 Hours Per Month During Securities Trading. 3. 9/6/2017 - Knox Wealth Partners Advisory, LLC - DBA: (Hybrid) Knox Wealth Partners Advisory - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/05/2017 - 400 Hours Per Month/4 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Knox Wealth Partners Advisory, LLC, an independent investment advisor firm. I started this business activity in 07/2017. I expect to spend approximately 400 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 4/24/2020 - Flagship Harbor Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/24/2020 - 160 Hours Per Month/45 Hours During Securities Trading. 5. 4/27/2020 - Pinnacle - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/24/2020 - 8 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-01
• S63 Uniform Securities Agent State Law Examination
  1999-07-21

Other Names

• Bill Timm
• William Timm