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Timothy Gerard Looney

TIM LOONEY INVESTMENTS, LLC·LONGWOOD, Florida
Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredTIM LOONEY INVESTMENTS, LLC
2180 SR 434, LONGWOOD, FL 32779CRD# 1803045Firm CRD# 164413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Gerard Looney · LONGWOOD, FL
Registration
CRD #1803045 · TIM LOONEY INVESTMENTS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

TIM LOONEY INVESTMENTS, LLC
Jun 2012 – present
COMMONWEALTH FINANCIAL NETWORK
Apr 2002 – May 2012
ALTAMONTE SPRINGS, FL
1ST GLOBAL ADVISORS INC
Sep 2001 – May 2002
APOPKA, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 12, 2001
Years registered · 24
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 Timothy Gerard Looney offer?
Timothy Gerard Looney specializes in Financial Planning, Investment Management. Contact their office in LONGWOOD, Florida for a consultation.
What are Timothy Gerard Looney's credentials?
Timothy Gerard Looney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Gerard Looney located?
Timothy Gerard Looney 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 Timothy Gerard Looney charge for services?
Timothy Gerard Looney'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

Mccully John
LONGWOOD, FL
Brian M Flanagan
LONGWOOD, FL

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