Timothy Talley, financial advisor Lynchburg VA
89 score

Timothy Talley

CRD Number: 6280924
Current Firm: Edward Jones

Timothy Talley (CRD# 6280924) is an Investment Advisor Representative working at Edward Jones in Lynchburg, VA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2014 - Current 2
Liberty University Lynchburg, VA Jan 2010 - Dec 2013 3
Liberty University Lynchburg, VA May 2009 - Jan 2010 < 1
Liberty University Lynchburg, VA Oct 2005 - May 2009 3
Atkinson Resort And Country Club Atkinson, NH May 2008 - Aug 2008 < 1
Atkinson Resort And Country Club Atkinson, NH May 2007 - May 2007 < 1
Atkinson Resort And Country Club Atkinson, NH May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Timothy D. Talley
Phone Number: 314-515-2000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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