Timothy MilaneyCRD Number: 1305561
Current Firm: Summit Financial Consultants, Inc.
Timothy Milaney (CRD# 1305561) is an Investment Advisor Representative working at Summit Financial Consultants, Inc. in Westlake Village, CA and has over 15 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Triad Advisors, Inc.||Norcross, GA||Feb 2015 - Current||2|
|Hub International||Westlake Village, CA||Sep 2014 - Current||2|
|Summit Financial Consultants||Westlake Village, CA||Nov 2006 - Current||10|
|Lpl Financial, LLC||Westlake Village, CA||Jul 1996 - Feb 2015||18|
|Peterson Milaney Insurance Associates||Westlake Village, CA||Jul 1975 - Aug 2014||39|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
Total Assets Under Management132MILLIONS
Total Number of Accounts573ACCOUNTS
Average Account Value$230,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)