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Timothy Kyle Livingood

Redtree Investment Group

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About Timothy Kyle Livingood

Timothy Livingood is a registered investment advisor representative with Redtree Investment Group in Cincinnati, OH. Timothy has been in the securities industry since November 2017. Timothy has passed the Series 63, Series 7, and SIE exams. Timothy is a specialist in helping individuals and businesses with their investments. Timothy has experience working with government entities, banking and thrift institutions and charitable organizations.

Firm Information

Timothy Livingood is currently registered with Redtree Investment Group. Redtree Investment Group is an investment advisor based in Cincinnati, Ohio. The firm manages approximately $7.98 billion in assets for 484 clients, primarily state and municipal government entities. Their services include portfolio management for businesses, with a focus on providing investment advisory services for institutional investors.
Redtree Investment Group

5050 SECTION AVENUE

CINCINNATI, OH 45212

$7.98B

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Livingood’s Registration & Firm History

OH

04/22/2020 - Present

Redtree Investment Group (CINCINNATI OH)

OH

09/13/2018 - 03/17/2020

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

NC

11/09/2017 - 08/31/2018

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Kyle Livingood.
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