Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mills is a financial advisor with Cambridge Investment Research Advisors, Inc. Timothy has been a registered representative in the securities industry since April 2001, with a broad range of experience. He is also a registered investment advisor in Oklahoma and Texas. Timothy holds several securities licenses, including the Series 6, Series 7, Series 31, Series 63, and Series 65. Timothy has worked for several firms, including FSC Securities Corporation, Arvest Wealth Management, J.P. Morgan Securities LLC, Chase Investment Services Corp, First Independent Financial Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Morgan Stanley DW Inc., and Farmers Financial Solutions, LLC. Timothy specializes in a variety of financial services, including portfolio management, financial planning, and pension consulting. He is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OK
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (Edmond OK)
OK
08/14/2018 - 10/10/2019
FSC SECURITIES CORPORATION (EDMOND OK)
OK
06/10/2016 - 05/21/2018
ARVEST WEALTH MANAGEMENT (OKLAHOMA CITY OK)
OK
10/01/2012 - 06/27/2016
J.P. MORGAN SECURITIES LLC (OKLAHOMA CITY OK)
OK
07/25/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
OK
12/20/2005 - 08/23/2006
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (TULSA OK)
MA
09/22/2003 - 12/31/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/22/2003 - 12/31/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/17/2002 - 08/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
04/16/2001 - 04/12/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IA
Issued 06/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Mills is the right advisor for you? Invested Better is here to help.
