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Mark Robert Timko

IC Advisory Services, Inc.

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About Mark Robert Timko

Mark Robert Timko is an investment advisor representative with IC Advisory Services, Inc. Mark has been in the industry since September 25, 2002. He has a Series 6, Series 63, Series 65, and SIE license. Mark is registered with the state of Missouri as an investment advisor representative and is also registered with the state of Florida, Georgia, Idaho, Indiana, Kansas, Missouri, Ohio, and Texas as a broker-dealer. Mark has experience working with individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and other investment advisors. Mark's services include financial planning, portfolio management, pension consulting, and selection of other advisors.

Firm Information

Mark Timko is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Timko’s Registration & Firm History

MO

01/26/2024 - Present

IC Advisory Services, Inc. (WAYNESVILLE MO)

MO

06/05/2002 - 10/05/2023

FIRST COMMAND BROKERAGE SERVICES, INC. (St Robert MO)

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Licenses & Designations

IA

Issued 10/25/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Robert Timko.
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