Timothy Sallee
CRD Number: 1947029
Current Firm: Independent Advisor Alliance, LLC
Compensation Model: Both
Timothy Sallee (CRD# 1947029) is an Investment Advisor Representative in Springfield, MO and has over 26 years of experience in the finance industry. Timothy Sallee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Advisor Alliance, LLC | Springfield, MO | Apr 2019 - Current | 4 |
Lpl Financial, LLC | Springfield, MO | Dec 2015 - Current | 8 |
Independent Financial Partners | Springfield, MO | Feb 2017 - Apr 2019 | 2 |
Resources Investment Advisors, Inc. | Leawood, KS | Dec 2015 - Aug 2018 | 2 |
Cetera Advisors LLC | Denver, CO | Jan 2013 - Dec 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1991 |
S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- FL
- MO
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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