TN
CFP · ChFC
TN
CFP · ChFC

Timothy Neuville

40 Years of Experience
Grants Pass, OR
Broker

Timothy Neuville is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grants Pass, OR, with 40 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Grants Pass, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Timothy manages a rental property since December 2024, and is also the manager of 3829 Rogue River LLC with his spouse, Martha Neuville, since May 2024, which involves real estate investing. Timothy also spends minimal time writing a book since 2014.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2015 - Present · 10 yrs 7 mos
Raymond James Financial Services, INC.
December 2015 - Present · 10 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2015 - Present · 10 yrs 7 mos
Previous Registrations
Marcum Financial Services LLC
February 2017 - June 2020 · 3 yrs 4 mos
Marcum Financial Services LLC
April 2016 - December 2016 · 8 mos
Capital Analysts
June 2012 - December 2015 · 3 yrs 6 mos
Lincoln Investment Planning, LLC
June 2012 - December 2015 · 3 yrs 6 mos
Lincoln InvestmentBroker
June 2012 - December 2015 · 3 yrs 6 mos
Capital Analysts Incorporated
December 1997 - June 2012 · 14 yrs 6 mos
Capital Analysts, IncorporatedBroker
August 1997 - June 2012 · 14 yrs 10 mos
Sun Investment Services CompanyBroker
September 1995 - August 1997 · 1 yr 11 mos
First Investors CorporationBroker
February 1986 - August 1995 · 9 yrs 6 mos
State Registrations18 states
AZCACOCTDCFLGAIDILINMNNCNMORTNTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Neuville - Financial Advisor | TrueAdvisor