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Timothy Volce

15 Years of Experience
St. Petersburg, FL
Broker

Timothy Volce is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 15 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

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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Other Business Activities

Timothy is a board member and finance/investment committee member for the Museum of South Texas History since 2021. He dedicates a few hours per week to this non-profit activity, which includes attending meetings, supporting fundraising, and advising the director.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2022 - Present · 3 yrs 10 mos
Raymond James Financial Services, INC.
June 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.
January 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.
January 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Metlife Investors Distribution CompanyBroker
August 2013 - September 2016 · 3 yrs 1 mo
New England SecuritiesBroker
August 2013 - January 2015 · 1 yr 5 mos
Msi Financial Services, INC.
December 2011 - July 2016 · 4 yrs 7 mos
Metlife Securities, INCBroker
August 2011 - June 2016 · 4 yrs 10 mos
Wells Fargo Advisors, LLC
August 2010 - July 2011 · 11 mos
Wells Fargo Advisors, LLCBroker
November 2009 - July 2011 · 1 yr 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.