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Timothy Edgar

12 Years of Experience
Sterling, CO
Broker

Timothy Edgar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sterling, CO, with 12 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

131 West Main Street, Sterling, CO, 80751

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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 works as a financial advisor through Raymond James at Bank of Colorado, dedicating about half of his time. He also owns rental real estate, is a committee member for a school district foundation, works as a poll worker, and is a catering server.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2017 - Present · 9 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2016 - Present · 10 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2013 - December 2015 · 2 yrs 2 mos
State Registrations16 states
AZCACOIDKSKYMDMIMONENMOKSCSDTXWY
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 Edgar - Financial Advisor | TrueAdvisor