TC
TC

Timothy Clemens

14 Years of Experience
Gilbert, AZ
Broker

Timothy Clemens is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gilbert, AZ, with 14 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

2925 S Market Street, Gilbert, AZ, 85295

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2019 - Present · 7 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2019 - Present · 7 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
January 2017 - February 2019 · 2 yrs 1 mo
LPL Financial LLC
January 2017 - February 2019 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - January 2017 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - January 2017 · 2 yrs 3 mos
LPL Financial LLCBroker
June 2011 - October 2014 · 3 yrs 4 mos
State Registrations16 states
AZCACOIAIDILKSMONDNMOHPASDTNTXVA
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.
Timothy Clemens - Financial Advisor | TrueAdvisor