Timothy McLean (CRD# 4014191) is an Investment Advisor Representative working at Synovus Securities, Inc. in Leesburg, GA and has over 24 years of experience in the finance industry.
CRD# 5323752
Kingsmark Private Financial Advisors, LLC
CRD# 1948480
Raymond James & Associates, Inc.
CRD# 4955132
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synovus Securities, Inc. | Leesburg, GA | Oct 2019 - Current | 4 |
| Synovus Bank | Leesburg, GA | Oct 2019 - Current | 4 |
| Synovus Securities, Inc. | Lessburg, GA | Apr 2003 - Oct 2019 | 16 |
| Synovus Bank | Leesburg, GA | Apr 2003 - Oct 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- AL
- CA
- FL
- GA
- KS
- NC
- SC
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Total Assets Under Management6,242MILLIONS
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Total Number of Accounts12,037ACCOUNTS
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Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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