TB
TB

Timothy Brenner

31 Years of Experience
Norton, OH
1 DisclosureBroker

Timothy Brenner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Norton, OH, with 31 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

4050 Cleve-Mass Rd., Norton, OH, 44203

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History

Regulatory History (1)
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.
Customer Dispute
March 2019
Final
Other Business Activities

Timothy is the managing member of Tdlmb Properties, LLC, a real estate venture, and spends minimal time on it. He is also the President of Timothy D Brenner & Assoc, an S-corporation used as a support company for his business, also requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 1994 - Present · 31 yrs 10 mos
Previous Registrations
Raymond James Financial Services
October 1999 - January 2009 · 9 yrs 3 mos
State Registrations27 states
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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.
Timothy Brenner - Financial Advisor | TrueAdvisor