Timothy Bol
Timothy Bol is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 17 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
200 E Robinson St, Suite 1220, Orlando, FL, 32801
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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 independent insurance agent since 2018 and an advisory representative of a registered investment advisor (RIA), CIRA, dedicating a few hours per week to each. He also uses the trade name/DBA Vision Wealth Advisors.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations8 states
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.