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Timothy Carne

Sfg Wealth Management
28 Years of Experience
Towson, MD
BrokerSells Insurance
View SEC Summary
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Timothy Carne is a registered investment advisor at Sfg Wealth Management, based in Towson, MD, with 28 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,184 clients with $760M in assets under management.

Sfg Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$642K average
Assets Under Management
$760.2M

Fee Structure

Planning is included in investment management (also available separately)

SFG Wealth Management offers portfolio management services where the annual fee will not exceed 1.50%. The fee is calculated based on the value of your account and is billed quarterly in advance. The fee will be adjusted for deposits and withdrawals made during the quarter.

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Location

1104 Kenilworth Drive, Suite 500, Towson, MD, 21204

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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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Other Business ActivitiesSells Insurance

Timothy is an agent for non-variable insurance through Crump and Synergy Benefit Consultants, LLC, dedicating minimal time to each. He also spends nearly full-time working as an IAR for SFG Wealth Management LLC, providing investment advisory services.

Employment History
Current Registrations
Sfg Wealth Management
December 2016 - Present · 9 yrs 10 mos
LPL Financial LLCBroker
April 2012 - Present · 14 yrs 6 mos
Previous Registrations
LPL Financial LLC
April 2012 - April 2017 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - April 2012 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - April 2012 · 5 yrs 6 mos
Suntrust Investment Services, INC.
January 2002 - November 2006 · 4 yrs 10 mos
Suntrust Investment Services, INC.Broker
May 2000 - November 2006 · 6 yrs 6 mos
Crestar Securities CorporationBroker
July 1998 - May 2000 · 1 yr 10 mos
State Registrations10 states
ARCTFLMDNCPATXVAWIWV
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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