Timothy Looney, financial advisor Heathrow FL
93 score

Timothy Looney

CRD Number: 1803045
Current Firm: Tim Looney Investments, LLC

Timothy Looney (CRD# 1803045) is an Investment Advisor Representative working at Tim Looney Investments, LLC in Heathrow, FL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Tim Looney Investments, LLC Altamonte Springs, FL May 2012 - Current 4
Tim Looney Altamonte Springs, FL Apr 2002 - Current 14
Commonwealth Financial Network Waltham, MA Apr 2002 - May 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Timothy G. Looney
Phone Number: 407-331-6961
Registered State(s):
  • FL
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    831
    ACCOUNTS
  • Average Account Value
    $189,790
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, GA, LA, NC, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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