Timothy Polen
Timothy Polen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gig Harbor, WA, 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
7282 Stinson Avenue N.W., Suite A, Gig Harbor, WA, 98335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is an independent contractor and partner for Bush Polen & Assoc., Inc., providing tax preparation services, dedicating about 10-20% of his time. He is also the owner of a support company, Bush Polen & Associates, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bush Polen & Associates INC
Raymond James Financial Services
State Registrations10 states
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