Timothy Doozan is a CFP-designated registered investment advisor, based in Lyman, SC, with 17 years of industry experience.
Location
Lyman, SC
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Regulatory History
Clean regulatory record
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.
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Timothy owns 100% of Clear Financial Concepts, a shell LLC used for liability protection and to pay staff and business expenses. He dedicates minimal time to this activity.
Employment History
Current Registrations
Keel Point Capital, LLCBroker
September 2016 - Present · 9 yrs 8 mos
Keel Point Capital, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Keel Point, LLC
September 2016 - December 2025 · 9 yrs 3 mos
Northwestern Mutual Investment Services,llc
August 2011 - September 2016 · 5 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
February 2009 - September 2016 · 7 yrs 7 mos
State Registrations3 states
FLSCVA
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.