Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy McCarley is a financial advisor who has been in the industry since 2004. Timothy is registered with LPL Financial LLC and has been with the firm since 2011. Prior to joining LPL, Timothy worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Timothy has also worked with First Western Bank. Timothy holds a Series 7, Series 31 and Series 66 license. Timothy is registered in 25 states to provide both investment advisory and brokerage services. Timothy specializes in providing portfolio management services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Timothy also offers financial planning and consulting services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
09/09/2011 - Present
LPL Financial LLC (ROGERS AR)
AR
06/01/2009 - 08/17/2011
MORGAN STANLEY SMITH BARNEY (FAYETTEVILLE AR)
AR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FAYETTEVILLE AR)
AR
07/05/2004 - 04/02/2007
MORGAN STANLEY DW INC. (FAYETTEVILLE AR)
BOTH
Issued 07/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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