Timothy Minor (CRD# 1028189) is an Investment Advisor Representative working at Lincoln Investment in Eatonton, GA and has over 42 years of experience in the finance industry.
CRD# 4663609
Strategic Investment Services, LLC
CRD# 3161450
Cfs Cubic Financial Services, Inc.
CRD# 5973727
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Investment | Eatonton, GA | Jan 2017 - Current | 7 |
Legend Advisory Corporation | Palm Beach Gardens, FL | Jul 2011 - Sep 2019 | 8 |
Legend Equities Corporation | Palm Beach Gardens, FL | Mar 2009 - Jan 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1982 |
S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- GA
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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