Tim Wayman, CFP®

Independent Branch Leader and Financial Consultant

+1 618-307-7000

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

19 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
  • Director, Retirement Planner, Fidelity Investments, 2012-2018
  • Director of Development, Greenville University, 2011-2012
  • VP, Financial Consultant, Fidelity Investments, 2007-2011
  • Financial Consultant, Fidelity Investments, 2004-2007
  • Financial Consultant, LPL Financial, 2004-2004

Education

  • Graduate Degree, Finance, University of North Texas
  • Undergraduate Degree, Business Management & Psychology, Greenville University

Personal interests and affiliations

  • Chairman - Street Child United

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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