Timothy McDermott (CRD# 3140950) is an Investment Advisor Representative working at Financial Partners Group, Inc. in Overland Park, KS and has over 25 years of experience in the finance industry. Timothy McDermott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Sep 2017 - Current | 6 |
| Financial Partners Group, Inc. | Overland Park, KS | Sep 2017 - Current | 6 |
| Mml Investors Services, LLC | Overland Park, KS | Mar 2017 - Sep 2017 | < 1 |
| Metlife Securities Inc. | Overland Park, KS | Jan 2015 - Sep 2017 | 2 |
| New England Securities | Overland Park, KS | Oct 1998 - Jan 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
- TX
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Total Assets Under Management860MILLIONS
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Total Number of Accounts3,244ACCOUNTS
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Average Account Value$265,002
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