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Timothy James Mcneely

Investment adviser representative at Farther
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16BFirm 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 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

15 years in the industry.

  1. FartherOct 2024 to now
  2. Farther Finance AdvisorsOct 2024 to now
  3. Strategy Asset ManagersMar 2024 to Oct 2024
  4. Dynamic WealthMar 2019 to Mar 2024
  5. Raymond JamesMay 2009 to Mar 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

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

Farther

Legal name: Farther Finance Advisors, LLC

$16BAssets managed
14,965Clients
331Advisers
7 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
2985729
Firm CRD
302050
Advisor's SEC record (opens in a new tab)
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