Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Soules has been in the financial services industry since 2001. Timothy is currently registered with Tcfg Investment Advisors, LLC in Laguna Niguel, CA. He provides a variety of financial services, including financial planning, portfolio management for individuals, and insurance products. Timothy is also registered with the following states: Colorado, Georgia, Iowa, New Mexico, Ohio, and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
01/22/2019 - Present
Tcfg Investment Advisors, LLC (LAGUNA NIGUEL CA)
TX
02/27/2001 - 11/16/2018
EDWARD JONES (WILLOW PARK TX)
BOTH
Issued 01/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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