Unclaimed Profile

David Lane Timmons

PROEQUITIES INC·BIRMINGHAM, Alabama

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record24 years registeredPROEQUITIES INC

2801 HIGHWAY 280 SOUTH, BIRMINGHAM, AL 35223CRD# 1664097Firm CRD# 15708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lane Timmons · BIRMINGHAM, AL

Registration

CRD #1664097 · PROEQUITIES INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROEQUITIES INC

INVESTMENT ADVISORS

Aug 2001 – Sep 2013

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · August 7, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD 15708 · SEC 801-56010

AUM

$4.4B

Regulatory assets under management

Employees

885

20,957 client accounts

Services offered by CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CONCOURSE FINANCIAL GROUP SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does David Lane Timmons offer?

David Lane Timmons specializes in Financial Planning, Investment Management, Wealth Management.

What are David Lane Timmons's credentials?

David Lane Timmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lane Timmons located?

David Lane Timmons is based in BIRMINGHAM, Alabama, last registered with PROEQUITIES INC.

How does David Lane Timmons charge for services?

David Lane Timmons's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROEQUITIES INC?

PROEQUITIES INC has approximately 885 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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