Timothy Bol, financial advisor Orlando FL
90 score

Timothy Bol

CRD Number: 5580260
Current Firm: Msi Financial Services, Inc.

Timothy Bol (CRD# 5580260) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Orlando, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Orlando, FL Aug 2013 - Current 3
Jhfn Sii Maitland, FL Oct 2012 - Aug 2013 < 1
Evolution Fitness Maitland, FL Aug 2000 - Jan 2013 12
Metlife Securities Inc. Orlando, FL Aug 2008 - Jul 2012 3
Winter Park Ymca Winter Park, FL Apr 2007 - Apr 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Timothy J. Bol
Phone Number: 800-638-8378
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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