Claim Profile
Unclaimed Profile
TS

Timothy Vernon Swartley

TCG INVESTMENT ADVISORY, INC.·ALLENTOWN, Pennsylvania
Clean recordTCG INVESTMENT ADVISORY, INC.
4600 BROADWAY, ALLENTOWN, PA 18104CRD# 4101705Firm CRD# 117901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Vernon Swartley · ALLENTOWN, PA
Registration
CRD #4101705 · TCG INVESTMENT ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Vernon Swartley is a registered financial advisor based in ALLENTOWN, Pennsylvania, affiliated with TCG INVESTMENT ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

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 →

03

Firm Overview

Firm
GIRARD PENSION SERVICES, LLC
GIRARD PENSION SERVICES, LLC
AUM
$557M
Regulatory assets under management
Employees
14
Total firm employees
Services
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4101705
Firm CRD# 117901
View on FINRA BrokerCheck →

Looking for a financial advisor in ALLENTOWN?

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

05

Frequently Asked Questions

What services does Timothy Vernon Swartley offer?
Timothy Vernon Swartley specializes in Wealth Management, Fee-Only Advisory. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Timothy Vernon Swartley's credentials?
Timothy Vernon Swartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Vernon Swartley located?
Timothy Vernon Swartley is based in ALLENTOWN, Pennsylvania, working with TCG INVESTMENT ADVISORY, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Timothy Vernon Swartley charge for services?
Timothy Vernon Swartley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TCG INVESTMENT ADVISORY, INC.?
TCG INVESTMENT ADVISORY, INC. has approximately 14 employees and manages $557M 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 →