Timothy MakovkinCRD Number: 2017143
Current Firm: Voya Financial Advisors, Inc.
Timothy Makovkin (CRD# 2017143) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Jose, CA and has over 19 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Voya Financial Advisors||Belmont, CA||Sep 2014 - Current||2|
|Timothy Makovkin-independent Insurance Agent||Belmont, CA||Nov 2002 - Current||14|
|Ing Financial Partners, Inc.||Belmont, CA||Jan 2004 - Sep 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1997|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV