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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 Kenneth Meyers is a financial advisor with over 30 years of experience in the industry. Timothy is currently registered with LPL Financial LLC and holds a variety of licenses and certifications, including Series 7, 6, 63, 65, and 24. He has previously worked with several firms, including Investment Professionals, Inc., Raymond James Financial Services, Inc., and Cetera Advisors LLC. Timothy is committed to providing his clients with personalized financial advice and guidance, and he specializes in a wide range of financial planning services, including retirement planning, investment management, and estate planning. Timothy's experience and expertise make him a valuable resource for individuals and families seeking to achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
07/06/2018 - Present
LPL Financial LLC (WENATCHEE WA)
WA
11/23/2015 - 07/10/2018
INVESTMENT PROFESSIONALS, INC. (Wenatchee WA)
WA
09/05/2014 - 11/23/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (WENTCHEE WA)
WA
06/25/2014 - 09/05/2014
SAGEPOINT FINANCIAL, INC. (ORONDO WA)
AZ
01/23/2014 - 05/14/2014
BIC DISTRIBUTORS, LLC (PHOENIX AZ)
WA
04/25/1997 - 01/03/2014
CETERA ADVISORS LLC (ORONDO WA)
CA
01/21/1995 - 04/28/1997
MURPHEY FAVRE, INC. (IRVINE CA)
KS
09/30/1993 - 01/03/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 06/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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