Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Congleton is a financial advisor with over 40 years of experience in the industry. Timothy has been registered with Kestra Advisory Services, LLC since August 2017 and has prior experience with firms such as Hornor, Townsend & Kent, Inc. and AXA Advisors, LLC. Timothy holds licenses in multiple states and has obtained several industry designations. Timothy specializes in providing financial planning and portfolio management services for individuals 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.
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
NC
10/04/2023 - Present
Kestra Advisory Services, LLC (RALEIGH NC)
NC
02/24/2009 - 08/16/2017
HORNOR, TOWNSEND & KENT, INC. (HOLLY SPRINGS NC)
NC
05/26/1982 - 02/25/2009
AXA ADVISORS, LLC (HOLLY SPRINGS NC)
NY
05/26/1982 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Congleton is the right advisor for you? Invested Better is here to help.
