Timothy June is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 40 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nfsg Corporation
Newbridge Securities Corporation
Newbridge Securities CorporationBroker
Previous Registrations
Chancellor Financial Group Wb LP
Newbridge Financial Services Group, INC.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
A. G. Edwards & Sons, INC.Broker
Dean Witter Reynolds INC.Broker
Pruco Securities CorporationBroker
State Registrations9 states
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