Timothy Looney (CRD# 1803045) is an Investment Advisor Representative working at Tim Looney Investments, LLC in Longwood, FL and has over 32 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tim Looney Investments, LLC | Longwood, FL | May 2012 - Current | 11 |
| Tim Looney | Longwood, FL | Apr 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- FL
-
Total Assets Under Management362MILLIONS
-
Total Number of Accounts1,107ACCOUNTS
-
Average Account Value$327,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, GA, LA, NC, NE, NJ, SC, TX, VA
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