Timothy Congleton, financial advisor Raleigh NC

Timothy Congleton

CRD Number: 1043192
Current Firm: Kestra Advisory Services, LLC

Timothy Congleton (CRD# 1043192) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Raleigh, NC and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Holly Springs, NC Aug 2017 - Current 6
Kestra Advisory Services, LLC Holly Springs, NC Aug 2017 - Current 6
Hornor Townsend & Kent Inc. Horsham, PA Feb 2009 - Aug 2017 8
Penn Mutual Life Ins Co Horsham, PA Feb 2009 - Aug 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Timothy J. Congleton
Phone Number: 8445537872
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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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