Timothy A Ginn
Investment adviser representative at Mbia Capital Advisors
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$290.2MFirm 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
Experience
19 years in the industry.
- Mbia Capital AdvisorsAug 2024 to now
- Valeo Financial Advisors, LLCJan 2007 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 3 states (IN, OH, TX).
Mbia Capital Advisors
Legal name: M&b Investment Advisors, LLC
$290.2MAssets managed
258Clients
4Advisers
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
- 2894707
- Firm CRD
- 154255