Timothy Keffer
Timothy Keffer is a registered investment advisor at Raymond James & Associates, INC., based in Timonium, MD, with 11 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
Timonium Two, 1954 Greenspring Dr Ste 350, Timonium, MD, 21093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a partner in Blue Compass, LLC d/b/a Eastern Shore Vacation Rentals as a passive investor since 2021, requiring minimal time. He also owns Harpoon Investments, LLC since 2014, spending a few hours per week on general accounting.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations16 states
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