Timothy Herling
Timothy Herling is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westlake, 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
Firm Size
IM Fee
Assets Under Management
Location
27865 Clemens Road, Suite 1, Westlake, OH, 44145
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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 an independent contractor for Creative Wealth Associates, a support company, and owns rental real estate. He is also licensed to sell term insurance through a general agency, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Independent Advisors,inc.
Raymond James Financial Services
Josephthal & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
State Registrations10 states
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.