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Timothy Larry Stickney

Steward Partners Investment Advisory, LLC

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About Timothy Larry Stickney

Timothy Larry Stickney is an investment advisor representative with Steward Partners Investment Advisory, LLC. Timothy has been in the financial industry since 1987. Timothy has a diverse background, having worked for several firms throughout his career including Lincoln Financial Securities Corporation, TD Wealth Management Services Inc., and BancNorth Investment Group, Inc. Timothy specializes in working with high-net-worth individuals, corporations, and charitable organizations, as well as individuals other than high-net-worth. Timothy's firm offers financial planning, pension consulting, and portfolio management services.

Firm Information

Timothy Stickney is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.

$20.43B

Assets Under Management

21,758

Total Clients

356

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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 Stickney’s Registration & Firm History

NH

06/10/2024 - Present

Steward Partners Investment Advisory, LLC (EPSOM NH)

NH

06/22/2011 - 08/16/2022

LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)

NH

06/22/2011 - 08/16/2022

LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)

ME

11/03/2009 - 08/03/2010

TD WEALTH MANAGEMENT SERVICES INC. (PORTLAND ME)

ME

02/23/2006 - 11/02/2009

BANCNORTH INVESTMENT GROUP, INC. (PORTLAND ME)

NH

12/01/2003 - 02/10/2006

WINDWARD SECURITIES CORPORATION (CONCORD NH)

IN

08/10/2004 - 02/07/2006

JEFFERSON-PILOT VARIABLE CORPORATION (FORT WAYNE IN)

IN

03/07/2000 - 02/07/2006

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NH

11/01/1999 - 02/23/2000

LIBERTY LIFE SECURITIES LLC (DOVER NH)

IN

07/24/1985 - 04/07/1999

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

IN

08/30/1997 - 09/30/1997

JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 7/13/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/2/1990

Series 53 - Municipal Securities Principal Examination

BC

Issued 4/5/1988

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Larry Stickney.
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