Sourcing
Firms
People
Sources
TIMOTHY JOHN PORTZ
C
31
IAR CRD 5260311
·
Industry start 2006-12-10
Identity
Legal name
TIMOTHY JOHN PORTZ
brokercheck
CRD
5260311
NPN
—
Career
Previous employments
MOLONEY SECURITIES CO., INC.
2010-02-18
MERITUS FINANCIAL GROUP, INC.
2009-08-24
▸ Show all (+1)
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Current branches
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
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Designations
—
Education
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BrokerCheck signals
Industry start
2006-12-10
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Est. age
42
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Age confidence
high
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Est. birth year
1984
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BC active
Yes
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IA active
No
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Disclosures
No
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Private residence
No
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Firm affiliations
1
STERLING CAPITAL MANAGEMENT INC
Executive Officer · 2.5% ownership
CRD 106822