Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McIntosh is a financial advisor with over 10 years of experience in the financial services industry. Timothy has worked with Sanctuary Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy holds a Series 66, Series 7, and Series 7TO licenses. Timothy is currently registered with the state of Texas and is also registered as a Registered Representative with the Financial Industry Regulatory Authority (FINRA). Timothy is associated with Sanctuary Advisors, LLC, a firm that offers financial planning, portfolio management, and pension consulting services. Sanctuary Advisors, LLC has a strong reputation for providing high-quality financial advice to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/27/2024 - Present
Sanctuary Advisors, LLC (SOUTHLAKE TX)
TX
02/13/2023 - 02/29/2024
SANCTUARY SECURITIES, INC. (Ft. Worth TX)
TX
06/16/2020 - 02/14/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
TX
07/05/2013 - 09/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 07/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy McIntosh is the right advisor for you? Invested Better is here to help.
