Timothy Alan Coon
Investment adviser representative at Financial Management, Inc.
18 yearsExperience
1 stateRegistered in
$224.5MFirm assets
3 yearsFirm in business
Are you Timothy Alan Coon? 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
Experience
18 years in the industry.
- Financial Management, Inc.Apr 2026 to now
- Forest Hill Capital, LLCDec 2008 to Apr 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AR).
Financial Management, Inc.
$224.5MAssets managed
184Clients
8Advisers
3 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
- 8255772
- Firm CRD
- 108350