Daniel Timberlake
Daniel Timberlake is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Boise, ID, with 13 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
950 W Bannock St, Suite 700, Boise, ID, 83702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel has an 8.33% ownership stake in Clearview Farms and Preserve, LLC, since 2019. He spends minimal time discussing the farm with family members about once per year.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations24 states
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