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Timothy Patrick Killea

Charles Schwab & CO., Inc.

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About Timothy Patrick Killea

Timothy Killea is a financial professional with over 15 years of experience in the industry. Timothy is currently registered with Charles Schwab & CO., Inc. and holds Series 7, 63, and 65 licenses. Timothy has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, Nuveen Securities, LLC and INCAPITAL LLC. Timothy is a Certified Financial Planner and specializes in financial planning and selection of other advisors.

Firm Information

Timothy Killea is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Timothy Killea’s Registration & Firm History

PA

08/15/2023 - Present

Charles Schwab & CO., Inc. (Wayne PA)

PA

07/13/2020 - 08/02/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEDIA PA)

GA

07/17/2017 - 07/14/2020

EDWARD JONES (Marietta GA)

IL

05/02/2016 - 06/19/2017

NUVEEN SECURITIES, LLC (CHICAGO IL)

FL

01/20/2015 - 05/04/2016

INCAPITAL INSURANCE SERVICES, LLC (DELRAY BEACH FL)

FL

01/13/2015 - 05/04/2016

INCAPITAL LLC (DELRAY BEACH FL)

MA

09/12/2012 - 01/12/2015

REALTY CAPITAL SECURITIES, LLC (BOSTON MA)

MA

04/15/2008 - 09/07/2012

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 08/10/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Timothy Patrick Killea.
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