Timothy Gerard Looney
Investment adviser representative at Tim Looney Investments, LLC
24 yearsExperience
1 stateRegistered in
$490.3MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Tim Looney Investments, LLCMay 2012 to now
- Tim LooneyApr 2002 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Tim Looney Investments, LLC
$490.3MAssets managed
505Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1803045
- Firm CRD
- 164413