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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy James Neuville is a financial advisor with Raymond James Financial Services Advisors, Inc., and has been in the industry since March 11, 1986. Timothy Neuville is registered with the state of California as an Investment Advisor Representative and is a registered representative of Raymond James Financial Services, Inc. Timothy Neuville is also a Certified Financial Planner and a Chartered Financial Consultant. Timothy Neuville has a variety of experience in the financial services industry, including working with individuals, businesses, and institutions. Timothy Neuville provides financial planning, portfolio management, and other financial services to clients. Timothy Neuville has worked for several other firms in the past, including Lincoln Investment, Capital Analysts, Incorporated, Sun Investment Services Company, and First Investors Corporation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
12/08/2015 - Present
Raymond James Financial Services Advisors, Inc. (Irvine CA)
CA
06/01/2012 - 12/03/2015
LINCOLN INVESTMENT (IRVINE CA)
CA
08/12/1997 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (IRVINE CA)
MA
09/11/1995 - 08/01/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NJ
02/19/1986 - 08/30/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/09/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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