TQ
CFA
TQ
CFA

Timothy Quillin

16 Years of Experience
Little Rock, AR

Timothy Quillin is a CFA-designated registered investment advisor at Aptus Financial, LLC, based in Little Rock, AR, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
11 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Aptus Financial does not manage client investments. Instead, Aptus provides investment advisory services to do-it-yourself investors. Aptus will educate clients about potential low-cost index funds and/or exchange-traded funds (ETFs) that are designed to help the clients capture market returns.

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Location

Little Rock, AR

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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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Employment History
Current Registrations
Aptus Financial, LLC
May 2017 - Present · 8 yrs 11 mos
Previous Registrations
Stephens
December 2007 - December 2015 · 8 yrs
State Registrations2 states
ARTX
Advisor

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.