Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McFall is a financial advisor who has been in the industry since 1991. Timothy is currently registered with Avantax Advisory Services and Avantax Insurance Agency and/or Avantax Insurance Services. Timothy is also the manager of My Financial Compass, LLC. Timothy holds both Series 6 and 7 licenses as well as Series 24 and Series 63 licenses. Timothy is a Certified Financial Planner and a Chartered Financial Consultant. Timothy's prior experience includes working with Independent Financial Group, LLC, PlanMember Securities Corporation, Veritrust Financial, LLC, Multi-Financial Securities Corporation, Vestax Securities Corporation, Jefferson Pilot Securities Corporation, Jefferson-Pilot Investor Services, Inc., Equity Programs Corporation, and Investors Brokerage Services, Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NV
11/23/2022 - Present
Avantax Advisory Services (LAS VEGAS NV)
WA
05/30/2017 - 11/08/2022
INDEPENDENT FINANCIAL GROUP, LLC (Kirkland WA)
WA
10/07/2013 - 05/31/2017
PLANMEMBER SECURITIES CORPORATION (KIRKLAND WA)
WA
05/04/2005 - 10/07/2013
VERITRUST FINANCIAL, LLC (KIRKLAND WA)
CO
01/01/2004 - 05/27/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
01/07/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
IN
10/01/1997 - 01/09/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
01/05/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
CA
03/09/1995 - 01/11/1996
EQUITY PROGRAMS CORPORATION (SAN DIEGO CA)
IL
03/13/1991 - 03/27/1995
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 01/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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