Unclaimed Profile

Kara Beth Vance

TIMOTHY FINANCIAL COUNSEL, INC.·WHEATON, Illinois

Series 65Clean record15 years registeredTIMOTHY FINANCIAL COUNSEL, INC.

104 E. ROOSEVELT ROAD, WHEATON, IL 60187CRD# 5884759Firm CRD# 123037

Profile Verification

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

Identity

Kara Beth Vance · WHEATON, IL

Registration

CRD #5884759 · TIMOTHY FINANCIAL COUNSEL, INC. · 15 years registered

Brand Profile

Not yet started

Career History

TIMOTHY FINANCIAL COUNSEL, INC.

Apr 2016 – present

MERCER GLOBAL ADVISORS INC.

May 2011 – Feb 2016

SCHAUMBURG, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 24, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TIMOTHY FINANCIAL COUNSEL, INC.

CRD 123037 · SEC 801-123236

Employees

Total firm employees

Services offered by TIMOTHY FINANCIAL COUNSEL, INC.

Per Form ADV

Financial planning

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at TIMOTHY FINANCIAL COUNSEL, INC. →

Introduction

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Frequently Asked Questions

What services does Kara Beth Vance offer?

Kara Beth Vance specializes in Financial Planning. Contact their office in WHEATON, Illinois for a consultation.

What are Kara Beth Vance's credentials?

Kara Beth Vance is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kara Beth Vance located?

Kara Beth Vance is based in WHEATON, Illinois, working with TIMOTHY FINANCIAL COUNSEL, INC.. Their office serves clients in the WHEATON metropolitan area and surrounding communities.

How does Kara Beth Vance charge for services?

Kara Beth Vance's firm is compensated through hourly charges, subscription fees, other: fees for education workshops. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TIMOTHY FINANCIAL COUNSEL, INC.?

TIMOTHY FINANCIAL COUNSEL, INC. has approximately 17 employees. The firm is registered with the SEC as an investment adviser.

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