Timothy Donivan, financial advisor Snoqualmie WA
93 score

Timothy Donivan

CRD Number: 3006499
Current Firm: Investor Fan

Timothy Donivan (CRD# 3006499) is an Investment Advisor Representative working at Investor Fan in Snoqualmie, WA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Investor's Fiduciary Advisor Network, LLC Snoqualmie, WA Jun 2017 - Current < 1
Tl Donivan Enterprises Lagrande, OR Jul 1997 - Current 20
Lpl Financial LLC Le Grande, OR Jun 2006 - Jun 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for Timothy L. Donivan
Phone Number: 425-372-7517
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $141,661
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, ID, MT, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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