TC
CFP
TC
CFP

Timothy Cullen

21 Years of Experience
Jackson, MI
1 DisclosureBroker

Timothy Cullen is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Jackson, MI, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

272 W. Cortland Ave., Jackson, MI, 49201

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2010
Other Business Activities

Timothy works part-time as waitstaff at Cascades Manor House, a catering/banquet facility. He also serves as Board-Secretary and a member of the Finance Committee for Consumer Services, Inc./Taylor Life Center, a non-profit organization.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2010 - Present · 15 yrs 6 mos
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Edward Jones
September 2008 - November 2010 · 2 yrs 2 mos
Edward JonesBroker
March 2005 - November 2010 · 5 yrs 8 mos
State Registrations13 states
CAFLILINMIMONMNYOHSCTXVAWI
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.