Timothy Sallee, financial advisor Springfield MO
96 score

Timothy Sallee

CRD Number: 1947029
Current Firm: Resources Investment Advisors

Timothy Sallee (CRD# 1947029) is an Investment Advisor Representative working at Resources Investment Advisors in Springfield, MO and has over 25 years of experience in the finance industry. Timothy Sallee 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.

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Professional Designations
Company Name Location Dates Years
Resources Investment Advisors, Inc. Leawood, KS Dec 2015 - Current 1
Lpl Financial, LLC Springfield, MO Dec 2015 - Current 1
Cetera Advisors LLC Denver, CO Jan 2013 - Dec 2015 2
Multi-financial Securities Corporation Denver, CO Jan 2004 - Dec 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Timothy T. Sallee
Phone Number: 913-338-5300
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    4,124
    MILLIONS
  • Total Number of Accounts
    3,881
    ACCOUNTS
  • Average Account Value
    $1,062,669
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)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MN, MO, ND, NE, OH, OK, TN, TX, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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