Timothy McMullen, financial advisor Philadelphia PA

Timothy McMullen

CRD Number: 7064867
Current Firm: Florida Financial Advisors, LLC

Timothy McMullen (CRD# 7064867) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Trinity Wealth Securities L.l.c Philadelphia, PA Mar 2019 - Current 3
Florida Financial Advisors (dba Tristate Financial Advisors) Philadelphia, PA Mar 2019 - Current 3
Indiana University Of Pennsylvania Indiana, PA Aug 2015 - May 2019 3
Sarandis Painting Company Monroeville, PA May 2013 - Dec 2018 5
Hefren-tillotson Inc. Pittsburgh, PA May 2018 - Aug 2018 < 1
Plum Boro Senior High School Plum Borough, PA Sep 2011 - Jun 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
S63 Uniform Securities State Law Examination Jan 2021
Contact Info for Timothy B. McMullen
Phone Number: (813) 333-1683
Registered State(s):
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $175,784
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

FL, GA, NC, NJ, PA, TX

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