Timothy McCollum, financial advisor Vienna VA

Timothy McCollum

CRD Number: 1673603
Current Firm: Eagle Strategies LLC

Timothy McCollum (CRD# 1673603) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Eldenstreet Financial, Llc D.b.a. Eldenstreet Financial Herndon, VA Jun 2020 - Current 1
Eagle Strategies LLC Vienna, VA Jan 2020 - Current 1
Nylife Securities LLC Vienna, VA Aug 2018 - Current 3
New York Life Insurance Company Vienna, VA May 2018 - Current 3
Offix LLC Gainesville, VA May 2017 - Apr 2018 < 1
Lps Consulting LLC Grand Rapids, MI Feb 2011 - May 2017 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
S63 Uniform Securities State Law Examination Sep 2018
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy A. McCollum
Phone Number: (888) 695-3245
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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