Timothy Christopher Burford
Investment adviser representative at Moneta Group Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$50.5BFirm assets
Are you Timothy Christopher Burford? 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
- Seminars and workshops
Experience
10 years in the industry.
- Moneta Group Investment Advisors, LLCJan 2019 to now
- Honey Baked HamNov 2018 to Dec 2018
- University of Missouri - ColumbiaSep 2018 to Oct 2018
- Lcms FoundationJun 2018 to Aug 2018
- Honey Baked HamDec 2017 to May 2018
- Kohl'sOct 2016 to Mar 2017
- Kozeny & MccubbinAug 2016 to Feb 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
Moneta Group Investment Advisors, LLC
$50.5BAssets managed
9,163Clients
254Advisers
37 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
- 7779038
- Firm CRD
- 104727