Timothy Menefee
Timothy Menefee is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Longmont, CO, with 20 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
Firm Size
IM Fee
Assets Under Management
Location
600 Longs Peak Avenue, Unit A, Longmont, CO, 80501
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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 sells fixed insurance products, dedicating about 10% of his time. He is also a co-owner of Rockfish Development, LLC, an entity owning mineral rights, and the owner of Eagle Peak Wealth Management LLC, established to facilitate securities, advisory, and insurance business, spending all of his time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Touchstone Capital, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Edward Jones
Edward JonesBroker
R a F Financial CorporationBroker
Griffin, Kubik, Stephens & Thompson, INC.Broker
State Registrations2 states
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