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Liam M Timmons

TIMMONS WEALTH MANAGEMENT, LLC·ATTLEBORO, Massachusetts
Series 65Clean record19 years registeredTIMMONS WEALTH MANAGEMENT, LLC
300 NORTH MAIN STREET, ATTLEBORO, MA 02703CRD# 4458519Firm CRD# 165914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Liam M Timmons · ATTLEBORO, MA
Registration
CRD #4458519 · TIMMONS WEALTH MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

TIMMONS WEALTH MANAGEMENT
Nov 2012 – present
FINARC LLC
Jul 2007 – Oct 2012
NEEDHAM, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 31, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TIMMONS WEALTH MANAGEMENT, LLC
CRD 165914 · SEC 801-129964
AUM
$115M
Regulatory assets under management
Employees
1
491 client accounts
Services offered by TIMMONS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TIMMONS WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Liam M Timmons offer?
Liam M Timmons specializes in Financial Planning, Investment Management. Contact their office in ATTLEBORO, Massachusetts for a consultation.
What are Liam M Timmons's credentials?
Liam M Timmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Liam M Timmons located?
Liam M Timmons is based in ATTLEBORO, Massachusetts, working with TIMMONS WEALTH MANAGEMENT, LLC. Their office serves clients in the ATTLEBORO metropolitan area and surrounding communities.
How does Liam M Timmons charge for services?
Liam M Timmons's firm is compensated through percentage of aum, other: hourly fee for accounts canceled prior to funding. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIMMONS WEALTH MANAGEMENT, LLC?
TIMMONS WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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