Timothy LooneyCRD Number: 1803045
Current Firm: Tim Looney Investments, LLC
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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Tim Looney Investments, LLC||Altamonte Springs, FL||May 2012 - Current||5|
|Tim Looney||Altamonte Springs, FL||Apr 2002 - Current||16|
|Commonwealth Financial Network||Waltham, MA||Apr 2002 - May 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management221MILLIONS
Total Number of Accounts910ACCOUNTS
Average Account Value$242,963
- 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
- Pension consulting services
FL, GA, LA, NC