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Timothy Mclanahan

Prospera Financial Services, INC.
32 Years of Experience
Mandeville, LA
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Timothy Mclanahan is a ChFC-designated registered investment advisor at Prospera Financial Services, INC., based in Mandeville, LA, with 32 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.

Prospera Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
283 advisors
Number of Clients
19,103 clients
Average Client Portfolio
$651K average
Assets Under Management
$12.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1245 West Causeway Approach, Mandeville, LA, 70471

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2020
Final
Employment Separation After Allegations
October 2017
Customer Dispute
May 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is an advisor for Becker Suffern McLanahan, LTD and BSM Consulting Group, LTD, spending about a quarter of his time on each. He also has several other business activities including expense sharing, owning an Etsy shop, and serving as a board member for a non-profit, each requiring minimal time.

Employment History
Current Registrations
Prospera Financial Services, INC.Broker
November 2017 - Present · 8 yrs 11 mos
Prospera Financial Services, INC.
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
M Holdings Securities, INC.
April 2012 - October 2017 · 5 yrs 6 mos
M Holdings Securities, INC.Broker
October 2009 - October 2017 · 8 yrs
Becker & Suffern, LTD.Broker
January 1996 - November 2009 · 13 yrs 10 mos
Jack Dardis & Associates, LTD.Broker
October 1993 - February 1996 · 2 yrs 4 mos
State Registrations24 states
ALARCACOCTDEFLGAKYLAMDMIMOMSNJNVOKPASCTNTXVAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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