Tim Looney Investments, LLC

Tim Looney Investments, LLC (CRD# 164413) is a financial advisory firm headquartered in Lake Mary, FL. They manage $221,096,705 in 910 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    910
    ACCOUNTS
  • Average Account Value
    $242,963
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC

Financial Advisors at Tim Looney Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy G. Looney
CRD#: 1803045
1145 Townpark Avenue, Suite 2225, Lake Mary, FL 32746
93
Wealthminder
score

Timothy Looney (CRD# 1803045) is an Investment Advisor Representative working at Tim Looney Investments, LLC in Lake Mary, FL and has over 26 years of experience in the finance industry.

2
Martin T. O'leary
CRD#: 4548042
1145 Townpark Avenue, Suite 2225, Lake Mary, FL 32746
93
Wealthminder
score

Martin O'leary (CRD# 4548042) is an Investment Advisor Representative working at Tim Looney Investments, LLC in Lake Mary, FL and has over 15 years of experience in the finance industry.

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