Timothy Patrick Malarkey
Investment adviser representative at Lri Investments
25 yearsExperience
4 statesRegistered in
ChFC®Designation
$2.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
25 years in the industry.
- Lri Investments, LLCNov 2024 to now
- Jkj Financial ServicesOct 2011 to now
- M Holdings Securities, Inc.Jan 2001 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 4 states (MD, NJ, PA, VA).
Lri Investments
Legal name: Lri Investments, LLC
$2.8BAssets managed
582Clients
25Advisers
2 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
- 2621989
- Firm CRD
- 323556