Liam M Timmons
Investment adviser representative at Timmons Wealth Management
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$179.2MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Timmons Wealth Management LLCOct 2012 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, MA, RI).
Timmons Wealth Management
Legal name: Timmons Wealth Management, LLC
$179.2MAssets managed
150Clients
1Advisers
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
- 4458519
- Firm CRD
- 165914