Timothy Hance Starkey
Investment adviser representative at Liftpoint Family Wealth Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$187.7MFirm 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
13 years in the industry.
- Liftpoint Family Wealth Advisors, LLCSep 2025 to now
- Fortispath Advisors, LLCSep 2025 to now
- Newedge Advisors, LLC.Oct 2024 to now
- LPL Financial, LLCApr 2019 to Sep 2025
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2019
- Morgan StanleyNov 2013 to Apr 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Liftpoint Family Wealth Advisors, LLC
$187.7MAssets managed
64Clients
2Advisers
1 yearIn 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
- 4535177
- Firm CRD
- 337973