Timothy Macarak (CRD# 4890673) is an Investment Advisor Representative working at Members Wealth LLC in Media, PA and has over 18 years of experience in the finance industry. Timothy Macarak 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Wealth, LLC | Media, PA | Aug 2023 - Current | < 1 |
| Cs Planning Corp. | Portland, OR | May 2023 - Aug 2023 | < 1 |
| Bryn Mawr Capital Management, LLC | Philadelphia, PA | Oct 2016 - May 2023 | 6 |
| West Capital Management | Philadelphia, PA | Aug 2014 - Oct 2016 | 2 |
| Pershing LLC | King Of Prussia, PA | Sep 2011 - Aug 2014 | 2 |
| Lockwood Advisors Inc. | King Of Prussia, PA | Oct 2009 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- PA
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$392,469
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.