Tim Looney Investments, LLC

Tim Looney Investments, LLC (CRD# 164413) is a financial advisory firm headquartered in Heathrow, FL. They manage $157,715,459 in 831 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    831
    ACCOUNTS
  • Average Account Value
    $189,790
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, PA, TX

Financial Advisors at Tim Looney Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jacob N. Carris
CRD#: 5004910
195 International Parkway, Suite 317, Heathrow, FL 32746
96
Wealthminder
score

Jacob Carris (CRD# 5004910) is an Investment Advisor Representative working at Tim Looney Investments, LLC in Heathrow, FL and has over 11 years of experience in the finance industry. Jacob Carris 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.

2
Timothy G. Looney
CRD#: 1803045
195 International Parkway, Suite 317, Heathrow, FL 32746
93
Wealthminder
score

Timothy Looney (CRD# 1803045) is an Investment Advisor Representative working at Tim Looney Investments, LLC in Heathrow, FL and has over 25 years of experience in the finance industry.

3
Martin T. O'leary
CRD#: 4548042
195 International Parkway, Suite 317, Heathrow, FL 32746
93
Wealthminder
score

Martin O'leary (CRD# 4548042) is an Investment Advisor Representative working at Tim Looney Investments, LLC in Heathrow, FL and has over 14 years of experience in the finance industry.

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