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Timothy Eyerman

34 Years of Experience
Westlake, OH
Broker

Timothy Eyerman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westlake, OH, with 34 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

191 American Blvd, Suite 205, Westlake, OH, 44145

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Timothy is an advisor/owner of CKE Financial Services, LLC, dedicating about 10-20% of his time. He is also an owner of E & M Consulting and Strategic Retirement Solutions LLC, but spends minimal time on these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2013 - Present · 12 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
Raymond James & Associates, INC.
February 2006 - July 2013 · 7 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2006 - July 2013 · 7 yrs 5 mos
Mcdonald Investments INC.
October 1999 - February 2006 · 6 yrs 4 mos
Mcdonald Investments INC.Broker
October 1991 - February 2006 · 14 yrs 4 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.