Advisor at Hazlett, Burt & Watson, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Paden City, WV
Credentials
Series 63, Series 65
Industry experience
25 years
Timothy Bidwell is a financial advisor with Hazlett, Burt & Watson, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Hazlett, Burt & Watson since 2000. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of asset classes.
Based on Hazlett, Burt & Watson, Inc.
Based on Hazlett, Burt & Watson, Inc.
Flat fees for Financial Planning Services as agreed in advance
$0 - $500,000: Management Fee: 1.75% plus Platform Fee: 0.120% $500,001 - $1,000,000: Management Fee: 1.50% plus Platform Fee: 0.080% $1,000,001 - $2,500,000: Management Fee: 1.35% plus Platform Fee: 0.040% $2,500,001 - $5,000,000: Management Fee: 1.15% plus Platform Fee: 0.030% $5,000,001 - $10,000,000: Management Fee: 0.95% plus Platform Fee: 0.015% $10,000,001+: Management Fee: 0.75% plus Platform Fee: 0.010%
$300 per planner-hour for Financial Planning Services
Account minimum: $25,000 Minimum fee: A minimum $100.00 annual Platform Fee will be incurred on each Advantage Account Fee-only: Financial Planning Services charged hourly at $300/hour, one-time flat fees, or capped hourly fees as agreed
Paden City, WV
West Virginia
Hazlett, Burt & Watson, Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 66
Woodsfield, OH
Commonwealth Financial Services
Nikki Lude is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at Commonwealth Financial Services, having previously worked at Arbor Point Advisors, Securities America, Inc., and LPL Financial. Lude serves on several local nonprofit boards, including the Monroe County Community Foundation and the Baker Economic Development & Scholarship Funds, and coaches elementary school volleyball. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products, employing both fundamental and technical analysis along with tactical trading strategies.
Series 63, Series 66
Clarington, OH
LPL Financial
Aaron Burga is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at WesBanco Securities Inc. from 2013 to 2019 before joining LPL Financial in 2019. Outside of his advisory role, Burga serves as the mayor of Wilson Township, Ohio. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.
Series 63, Series 66
Clarington, OH
LPL Financial
Gary Williamson is a financial advisor with LPL Financial in Coshocton, Ohio, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at WesBanco Securities Inc. and Southeastern Ohio Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by in-house research and a broad network of investment adviser representatives.
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