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Mccully John

TIM LOONEY INVESTMENTS, LLC·LONGWOOD, Florida
Series 65Clean record2 years registeredTIM LOONEY INVESTMENTS, LLC
2180 SR 434, LONGWOOD, FL 32779CRD# 7692508Firm CRD# 164413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mccully John · LONGWOOD, FL
Registration
CRD #7692508 · TIM LOONEY INVESTMENTS, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

TIM LOONEY INVESTMENTS, LLC
Feb 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 20, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TIM LOONEY INVESTMENTS, LLC
CRD 164413 · SEC 801-76731
AUM
$362M
Regulatory assets under management
Employees
4
1,107 client accounts
Services offered by TIM LOONEY INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TIM LOONEY INVESTMENTS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Mccully John offer?
Mccully John specializes in Financial Planning, Investment Management. Contact their office in LONGWOOD, Florida for a consultation.
What are Mccully John's credentials?
Mccully John is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mccully John located?
Mccully John is based in LONGWOOD, Florida, working with TIM LOONEY INVESTMENTS, LLC. Their office serves clients in the LONGWOOD metropolitan area and surrounding communities.
How does Mccully John charge for services?
Mccully John's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIM LOONEY INVESTMENTS, LLC?
TIM LOONEY INVESTMENTS, LLC has approximately 4 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TIM LOONEY INVESTMENTS, LLC

Timothy Gerard Looney
LONGWOOD, FL
Brian M Flanagan
LONGWOOD, FL

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