Timothy Reis is a registered investment advisor, based in Alpharetta, GA, with 33 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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 →Other Business ActivitiesSells Insurance
Timothy is a wealth manager at Merit Financial Group, dedicating full-time hours to serving clients. He also owns several real estate rental properties and a support company, and sells fixed insurance products, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations9 states
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