Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Eugene Scanlon is an investment advisor representative at Cambridge Investment Research Advisors, Inc. based in Glen Allen, Virginia. Timothy has been in the financial services industry for over 30 years. Timothy has a broad range of experience in the financial services industry, including working with Lincoln Financial Securities Corporation and LPL Financial LLC. Timothy holds Series 7, Series 63, and Series 65 licenses.
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
VA
04/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Glen Allen VA)
VA
12/23/2014 - 04/20/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (GLEN ALLEN VA)
VA
06/25/2004 - 12/31/2014
LPL FINANCIAL LLC (GLEN ALLEN VA)
FL
04/20/2001 - 07/08/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
09/21/1998 - 04/24/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
06/23/1994 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NA
03/23/1992 - 06/28/1994
F.N. WOLF & CO., INC.
IA
Issued 02/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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