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Advisors in Palm Beach Gardens, Florida
1,385 Results
Unclaimed

Independent Financial Partners | CFP ® (Certifications)

location

Palm Beach Gardens, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Holliger is an Investment Advisor Representative with Independent Financial Partners, a registered investment advisor firm. Thomas has been in the securities industry since June 1992 and has a strong background in financial planning and investment management. Thomas is a Certified Financial Planner and is registered with the Securities and Exchange Commission (SEC).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE
Unclaimed

Lincoln Investment

location

PALM BEACH GARDENS, FL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Timothy George is a registered investment advisor representative with Lincoln Investment and Capital Analysts. Timothy is based in PALM BEACH GARDENS, FL and has been in the financial services industry since January 15, 2021. Timothy holds licenses for Series 63, Series 6TO, and SIE, and is registered in Delaware, Georgia, Kentucky, North Carolina, and Ohio. Timothy's specializations include financial planning, portfolio management, and the selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Money Concepts Capital Corp. | CFP ®,PFS ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Higgins is a financial advisor with Money Concepts Capital Corp. and has been in the industry since 2012. Timothy has both a Series 7 and Series 66 license as well as a SIE license. Timothy is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Personal Financial Specialist. Timothy's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth. Timothy's expertise includes financial planning, portfolio management for individuals and businesses, and general consulting services. Timothy is registered with the Financial Industry Regulatory Authority (FINRA), and is also registered with the securities divisions of 22 states.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL CONSULTING SERVICES
Unclaimed

Janney Montgomery Scott LLC

location

PALM BEACH GARDENS, FL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Derrick Shea is a financial advisor at Janney Montgomery Scott LLC. Timothy has been in the financial services industry since 1991 and has a diverse background in financial services. Timothy holds FINRA Series 7, 24, and 63 licenses. Timothy is registered to provide investment advice in 38 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Howell is a registered representative with GWN Securities Inc., based in PALM BEACH GARDENS, FL. Timothy has been in the industry since 2000 and has a wide range of experience, including working with individuals, corporations, and high-net-worth clients. Timothy has also been active in the insurance industry. Timothy specializes in providing financial planning, market timing services, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

LPL Financial LLC

location

PALM BEACH GARDENS, FL

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Timothy J. Lyons is an investment advisor representative at LPL Financial LLC in PALM BEACH GARDENS, FL. Timothy has been in the industry since March 14, 2019, and has passed the Series 7TO, SIE, and Series 66 exams. Timothy is registered to provide investment advice in Arkansas, Connecticut, Florida, Georgia, Massachusetts, New Jersey, North Carolina, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Texas, and Virginia. Timothy also has a business relationship with Lyons Resources, a DBA for LPL Business.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Palm Beach Gardens, FL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Marino is a financial advisor at Morgan Stanley. Timothy has been in the securities industry since 2005. Timothy has been registered with Morgan Stanley since 2016, and before that was registered with Citigroup Global Markets Inc. Timothy's area of focus is in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Timothy is licensed in many states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Money Concepts Capital Corp.

location

PALM BEACH GARDENS, FL

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Kovalchick is a registered representative with Money Concepts Capital Corp., holding Series 7TO, Series 66, and SIE licenses. Timothy has been working in the financial services industry for over 2 years and holds a Series 66 license. Timothy's registration is currently active in Maryland.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
GENERAL CONSULTING SERVICES
Unclaimed

Gladstone Wealth Partners | CFP ® (Certifications)

location

PALM BEACH GARDENS, FL

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Timothy Vanderloo is a financial advisor with over 20 years of experience in the financial services industry. Timothy holds the Series 7, Series 66 and SIE licenses and is a Certified Financial Planner. Timothy's primary focus is on providing financial planning and investment management services to individuals, families, and small businesses. Timothy currently works with Gladstone Wealth Partners. Prior to that, Timothy was a financial advisor at Wells Fargo Advisors LLC. Timothy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES
Unclaimed

Dakota Wealth, LLC

location

PALM BEACH GARDENS, FL

0 Disclosures

ADVISOR BIO

Timothy Dick is a registered investment advisor representative with Dakota Wealth, LLC. Timothy has been in the industry for over 2 years. Timothy has a Series 63, Series 65, and Series 6TO licenses. Timothy's firm, Dakota Wealth, LLC, offers a variety of financial planning services, including portfolio management, investment advisory services, and pension consulting. Dakota Wealth, LLC, manages approximately $6.1 billion in assets.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING
Portfolio Management for Pooled Investment Vehicles

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