Unclaimed Profile

Timothy Cox Medley

MEDLEY & BROWN,LLC·RIDGELAND, Mississippi

Series 00, Series 1Clean record30 years registeredMEDLEY & BROWN,LLC

795 WOODLANDS PARKWAY SUITE 104, RIDGELAND, MS 39157CRD# 330982Firm CRD# 133587

Profile Verification

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

Identity

Timothy Cox Medley · RIDGELAND, MS

Registration

CRD #330982 · MEDLEY & BROWN,LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MEDLEY & BROWN,LLC

MEDLEY & BROWN

Jan 2005 – Sep 2020

RIDGELAND, MS

MEDLEY & BROWN

Nov 2002 – Mar 2005

RIDGELAND, MS

MEDLEY & BROWN

Sep 1995 – Oct 2002

RIDGELAND, MS

Registrations & Exams

FINRA examinations passed

Series 00

Series 1

Registration record

First registered · September 22, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUNDPATH INVESTMENT ADVISORS, LLC

CRD 133587 · SEC 801-63763

AUM

$747M

Regulatory assets under management

Employees

534 client accounts

Services offered by SOUNDPATH INVESTMENT ADVISORS, 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 SOUNDPATH INVESTMENT ADVISORS, LLC →

Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RIDGELAND?

Browse all registered financial advisors in RIDGELAND, Mississippi or claim this profile if it's yours.

Browse RIDGELAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Timothy Cox Medley offer?

Timothy Cox Medley specializes in Financial Planning, Investment Management.

What are Timothy Cox Medley's credentials?

Timothy Cox Medley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Cox Medley located?

Timothy Cox Medley is based in RIDGELAND, Mississippi, last registered with MEDLEY & BROWN,LLC.

How does Timothy Cox Medley charge for services?

Timothy Cox Medley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEDLEY & BROWN,LLC?

MEDLEY & BROWN,LLC has approximately 3 employees and manages $747M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →