Timothy Hollinger, financial advisor Jacksonville FL
96 score

Timothy Hollinger

CRD Number: 3143701
Current Firm: Principal Securities, Inc.

Timothy Hollinger (CRD# 3143701) is an Investment Advisor Representative working at Principal Securities, Inc. in Jacksonville, FL and has over 17 years of experience in the finance industry. Timothy Hollinger 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.

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Professional Designations
Company Name Location Dates Years
Principal Financial Group Jacksonville, FL Mar 1998 - Current 18
Princor Financial Services Corporation Jacksonville, FL Mar 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Timothy S. Hollinger
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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