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 9 years of experience in the finance industry.
Uma Financial Services Inc.
|Valic Financial Advisors, Inc.||Salt Lake City, UT||Apr 2013 - Current||5|
|Fidelity Brokerage Services, LLC||American Fork, UT||Mar 2008 - Jan 2013||4|
|World Group Securities||Orem, UT||Jan 2008 - Mar 2008||< 1|
|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 Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- 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