Timothy Rooney (CRD# 1787923) is an Investment Advisor Representative working at Marygold & Company Advisory Services, LLC in New Albany, OH and has over 15 years of experience in the finance industry.
CRD# 3176436
First Heartland Consultants, Inc.
CRD# 2898995
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6112873
Trinity Financial Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marygold And Company Advisory Services | Columbus, OH | Aug 2020 - Current | 3 |
| Marygold And Company Advisory Services | New Albany, OH | Aug 2020 - Current | 3 |
| Nationwide Funds Group | Columbus, OH | Sep 2009 - Aug 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
- OH
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$332
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, OH
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