Timothy Sullivan (CRD# 5950985) is an Investment Advisor Representative working at Clarity Financial in Columbia, MO and has over 12 years of experience in the finance industry. Timothy Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarity Financial, LLC | Columbia, MO | Jun 2011 - Current | 12 |
| Newgrange Properties, LLC | Columbia, MO | Nov 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- MO
- TX
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$166,981
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MO, TX
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