Timothy Soules is a registered investment advisor, based in Laguna Niguel, CA, with 24 years of industry experience.
Location
28202 Cabot Rd, Suite 300, Laguna Niguel, CA, 92677
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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 insurance agent with TCFG Insurance Solutions, spending about a quarter of his time providing insurance products and services. He is also an investment advisor with TCFG Investment Advisors (about a quarter of his time) and owner of Soules Ranches (about half of his time).
Employment History
Current Registrations
Tcfg Wealth Management, LLC
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 states
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