Timothy Mills is a registered investment advisor, based in Edmond, OK, with 22 years of industry experience.
Location
6821 N. Broadway, Edmond, OK, 73034
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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 owns Big Rack Investments LLC as a rental property owner since 2016. He is also an insurance agent since 2018, dedicating minimal time to this activity, and owns Four Leaf Wine and Spirits liquor store since 2020, spending a few hours per week on it. Timothy also works nearly full-time as an IAR under the DBA Four Leaf Wealth Management.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Arvest Wealth Management
Arvest Wealth ManagementBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
First Independent Advisory Services, INC.
First Independent Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations6 states
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