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Timothy Lee Shanklin

Sycamore Financial Advisors, Inc.

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About Timothy Lee Shanklin

Timothy Shanklin is a registered investment advisor representative in Tennessee, associated with both Sycamore Financial Advisors, Inc. and BDC Advisory, LLC. Timothy has been active in the industry for over 30 years, having previously held positions with Intersecurities, Inc., Charles Schwab & Co., Inc., and SunAmerica Securities, Inc. He is a Series 7 and Series 63 licensed advisor and is well-versed in financial planning and portfolio management for individuals. Timothy's specialization lies in providing financial advice and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Timothy Shanklin is currently registered with Sycamore Financial Advisors, Inc.. Sycamore Financial Advisors, Inc. is a registered investment advisor with approximately $88.2 million in regulatory assets under management. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They have a team of 3 licensed agents and 4 investment advisor representatives.

$88.25M

Assets Under Management

200

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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financial planning services

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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 Shanklin’s Registration & Firm History

TN

01/01/2025 - Present

Sycamore Financial Advisors, Inc. (HUMBOLDT TN)

NA

07/21/1993 - 12/01/1993

INTERSECURITIES, INC.

NA

02/01/1990 - 08/01/1991

CHARLES SCHWAB & CO., INC.

NA

10/25/1989 - 02/27/1990

SUNAMERICA SECURITIES, INC.

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Licenses & Designations

BC

Issued 11/16/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Lee Shanklin.
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