Tim Banks
Tim Banks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 38 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
1400 W. Fairbanks Ave, Suite 104, Winter Park, FL, 32789
Get directionsHistory
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 →Other Business Activities
Tim is a managing partner at Foundation Financial Group, LLC since 2002, dedicating minimal time to this role. He is also an independent contractor/agent since 2005.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Mckeever & Associates, INC.
Raymond James Financial Services
Investacorp, INC.Broker
First Investors CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.