Tim Miller

Tim Miller

ADVISOR
Quaker Wealth Management
70 East Main Street, Moorestown NJ 08057
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About 

Tim Miller

Tim is an Advisor for Quaker Wealth Management, LLC. He holds his Series 7 and Series 66 securities registrations and is licensed to sell life, disability, and long-term care insurance. Upon earning his Bachelor of Science degree in Finance from La Salle University, Tim began his career with Merrill Lynch in 2015.

As a financial advisor, he is focused on cultivating new relationships and conducting goals-based wealth management analysis. He is responsible for the development and implementation of the team’s client service model and client acquisition strategies. Tim focuses on building long-lasting relationships with clients and their families and works to engage the next generation in the family-oriented wealth management service we provide.

Tim is passionate about Philadelphia sports and is a season ticket holder of the Philadelphia Eagles. He also enjoys the restaurant scene in Philadelphia and is always willing to try something new.

Tim is the co-host of the podcast, The Wealth Mgt Mixtape.

Licenses

Series 7
Series 63

Education

LaSalle University BS in Business Administration Majored in Finance and Marketing

About 

Quaker Wealth Management

Since 2001, we have helped create financial plans and customized portfolios to meet long-term financial goals. As fiduciaries, we must put our clients' interests ahead of our own. We start by clarifying our fee structure and explaining the different ways we can help. Next, we analyze your goals and compare them to your current situation. Then we make recommendations and outline investment strategies designed to meet your goals. Our team is comprised of individuals with unique finance experience, including Certified Financial Planners TM, and we all have this in common--a commitment to ethics, integrity, and our clients' goals. You can count on us for unbiased recommendations and impartial guidance.

FIRM SEC/CRD #

801108126

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based on financial products you provide to clients?

Yes

Methods of Compensation

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Disclaimer

Quaker Wealth Management, LLC (“QWM”) is an investment advisor located in New Jersey. QWM and its representatives are in compliance with the current registration requirements of the United States Securities and Exchange Commission. QWM’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the QWM website on the internet should not be construed by any consumer and/or prospective client as QWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. A copy of QWM’s current written disclosure statement discussing QWM’s business operations, services, and fees is available from QWM upon request QWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to QWM’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by QWM) or product made reference to directly or indirectly by QWM in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to QWM’s website, to release and hold harmless QWM, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from QWM. Clients utilizing this website for the purpose of accessing documents posted to a web portal do so with the understanding that accessing such information through the portal should be done only through secure channels and on non-public machines.  QWM cannot be responsible for criminal activities of others, specifically those that may access client information through the use of a client’s password or other credentials. Clients are strongly encouraged to compare the information found through the portal with any information received directly from their account custodian.