Timothy Buckley (CRD# 1410818) is an Investment Advisor Representative working at Cook Street Consulting, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cook Street Consulting | Dallas, TX | Dec 2023 - Current | < 1 |
| Milliman Advisors, LLC | Dallas, TX | Dec 2021 - Dec 2023 | 2 |
| Milliman, Inc. | Dallas, TX | Dec 2008 - Dec 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1993 |
- TX
-
Total Assets Under Management7,084MILLIONS
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$133,656,533
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, LA, MO, NC, NY, PA, PR, TX
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