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Timothy Recker

32 Years of Experience
Blue Ash, OH
Broker

Timothy Recker is a registered investment advisor at Raymond James & Associates, INC., based in Blue Ash, OH, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9825 Kenwood Road, Suite 103, Blue Ash, OH, 45242

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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 owns TMRLLR Properties LLC, a rental real estate business established in 2022, to handle lease expenses for his Raymond James business office. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2005 - Present · 20 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2005 - Present · 20 yrs 6 mos
Previous Registrations
Advest, INC.
March 2001 - December 2005 · 4 yrs 9 mos
Advest, INC.Broker
February 2001 - December 2005 · 4 yrs 10 mos
Painewebber IncorporatedBroker
August 2000 - February 2001 · 6 mos
J.C. Bradford & CO.Broker
May 1996 - August 2000 · 4 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
May 1993 - May 1996 · 3 yrs
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.