Timothy Paul Foley
Investment adviser representative at Deschutes Investment Consulting, LLC
14 yearsExperience
1 stateRegistered in
$2.9BFirm assets
15 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Deschutes Investment Consulting, LLCJan 2026 to now
- Pcs RetirementApr 2024 to Nov 2025
- VoyaJan 2023 to Feb 2024
- Voya Financial Partners, LLCJan 2023 to Feb 2024
- Empower RetirementJan 2019 to Nov 2022
- Nylife Securities LLCSep 2018 to Jan 2019
- New York Life Insurance Co.Aug 2018 to Jan 2019
- UnemployedMar 2018 to Aug 2018
- Commonwealth Financial NetworkApr 2012 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OR).
Deschutes Investment Consulting, LLC
$2.9BAssets managed
493Clients
8Advisers
15 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
- 5030200
- Firm CRD
- 155312