Timothy Moomey, financial advisor Hill City KS

Timothy Moomey

CRD Number: 810955
Current Firm: Lpl Financial LLC

Timothy Moomey (CRD# 810955) is an Investment Advisor Representative working at Lpl Financial LLC in Hill City, KS and has over 31 years of experience in the finance industry. Timothy Moomey 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.

Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Holdrege, NE Feb 2020 - Current 4
The First State Bank Holdrege, NE Aug 1992 - Current 31
Fsb Investment Center Holdrege, NE Aug 1992 - Current 31
Securities America Advisors, Inc. Holdrege, NE Apr 2002 - Feb 2020 17
Securities America, Inc. Holdrege, NE Mar 2002 - Feb 2020 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
Contact Info for Timothy J. Moomey
Phone Number: 704-733-3300
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY

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