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Timothy Robert Houska

Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Jul 2025 to now
  2. Raymond James Financial Services, Inc.Aug 2024 to now
  3. Security Savings BankFeb 2019 to now
  4. LPL Financial LLCMar 2019 to Aug 2024
  5. Great Western BankMay 2016 to Jan 2019
  6. Raymond James Financial Services, IncNov 2012 to Jan 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (SD).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
2560733
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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