Mackinlay TimmsCRD Number: 5429137
Current Firm: Valic Financial Advisors, Inc.
Mackinlay Timms (CRD# 5429137) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Orem, UT and has over 8 years of experience in the finance industry.
Uma Financial Services Inc.
|Valic Financial Advisors, Inc.||Salt Lake City, UT||Apr 2013 - Current||4|
|Fidelity Brokerage Services, LLC||American Fork, UT||Mar 2008 - Jan 2013||4|
|World Group Securities||Orem, UT||Jan 2008 - Mar 2008||< 1|
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Aug 2007 - Dec 2007||< 1|
|Ken Garff Nissan Of Orem||Orem, UT||Apr 2007 - Aug 2007||< 1|
|Gap Inc.||Orem, UT||Nov 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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