Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McGee is a financial advisor with over 20 years of experience in the financial services industry. Timothy has a proven track record of success in providing financial planning, investment management, and insurance services to a wide range of clients. Currently, Timothy is affiliated with Kestra Advisory Services, LLC. Prior to this, Timothy was affiliated with LPL Financial LLC, MSC - BD, LLC, Naples AIS, INC., Countrywide Investment Services, INC., CCO Investment Services Corp., Eaton Vance Distributors, INC., and John Hancock Distributors, INC. Timothy has a strong understanding of the financial markets and a commitment to providing his clients with personalized service.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/24/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
10/28/2011 - 08/19/2016
LPL FINANCIAL LLC (FT. MYERS FL)
OR
11/12/2010 - 10/17/2011
MSC - BD, LLC (TUALATIN OR)
OR
06/23/2008 - 12/03/2008
NAPLES AIS, INC. (TUALATIN OR)
FL
03/10/2006 - 06/21/2006
COUNTRYWIDE INVESTMENT SERVICES, INC. (NAPLES FL)
MA
01/27/2004 - 03/29/2006
CCO INVESTMENT SERVICES CORP. (SHARON MA)
MA
12/21/1998 - 01/09/2004
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
07/07/1998 - 11/03/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 03/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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