Timothy Lidiak, financial advisor Kerrville TX
96 score

Timothy Lidiak

CRD Number: 1006915
Current Firm: Raymond James Financial Services Advisors, Inc.

Timothy Lidiak (CRD# 1006915) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Kerrville, TX and has over 35 years of experience in the finance industry. Timothy Lidiak 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
Raymond James Financial Services Advisors, Inc. Kerrville, TX Jan 2009 - Current 7
Raymond James Financial Services, Inc. Kerrville, TX Jan 1999 - Current 17
Plm Investment Inc. Kerrville, TX Dec 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
Contact Info for Timothy C. Lidiak
Phone Number: 727-567-5877
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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

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