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Timothy Holland Stallings

GOLDEN RESERVE RIA, LLC·DUBLIN, Ohio
Series 65Clean record3 years registeredGOLDEN RESERVE RIA, LLC
270 BRADENTON AVENUE, DUBLIN, OH 43017CRD# 3076630Firm CRD# 283588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Holland Stallings · DUBLIN, OH
Registration
CRD #3076630 · GOLDEN RESERVE RIA, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

May 2023present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 18, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOLDEN RESERVE RETIREMENT, LLC
CRD 283588 · SEC 801-121383
AUM
$201M
Regulatory assets under management
Employees
9
1,848 client accounts
Services offered by GOLDEN RESERVE RETIREMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Timothy Holland Stallings offer?
Timothy Holland Stallings specializes in Financial Planning, Investment Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Timothy Holland Stallings's credentials?
Timothy Holland Stallings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Holland Stallings located?
Timothy Holland Stallings is based in DUBLIN, Ohio, working with GOLDEN RESERVE RIA, LLC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Timothy Holland Stallings charge for services?
Timothy Holland Stallings's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDEN RESERVE RIA, LLC?
GOLDEN RESERVE RIA, LLC has approximately 9 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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