Timothy James Mcneely
Investment adviser representative at Farther
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16BFirm assets
Are you Timothy James Mcneely? Claim your profile
Contact this firm
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.
- FartherOct 2024 to now
- Farther Finance AdvisorsOct 2024 to now
- Strategy Asset ManagersMar 2024 to Oct 2024
- Dynamic WealthMar 2019 to Mar 2024
- 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