Timothy Joseph Dougherty
Investment adviser representative at Mcf Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.7BFirm 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
13 years in the industry.
- Mcf Advisors, LLCFeb 2026 to now
- Wealth Planning CorporationFeb 2022 to Feb 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2022
- Fidelity Brokerage Services LLCNov 2013 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mcf Advisors, LLC
$4.7BAssets managed
3,539Clients
33Advisers
22 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
- 6273026
- Firm CRD
- 130372