Timothy Lidiak
Timothy Lidiak is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kerrville, TX, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
500 Main St., Suite M, Kerrville, TX, 78028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is the owner/proprietor of DataScience LLC, dedicating minimal time to general board decisions and company direction since 2020. He also owns PLM Investment Inc, a support company, and spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Raymond James & Associates, INC.Broker
Southwest Securities, INC.Broker
Schneider, Bernet & Hickman, INC.Broker
Thomson Mckinnon Securities INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations10 states
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