Timothy Bembry
Timothy Bembry is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 36 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
1 Chase Corporate Drive, Suite 170, Birmingham, AL, 35244
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
Timothy owns You Make The Call, LLC and is developing a sports app. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Southtrust Securities, LLCBroker
Southtrust Investment Services, INC.Broker
Amsouth Investment Services, INC.Broker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations18 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.