Claim Profile
Unclaimed Profile
TM

Timothy James Mckibben

ANCOR HOLDINGS, LP·SOUTHLAKE, Texas
Clean recordANCOR HOLDINGS, LP
2720 E. STATE HWY 114, SOUTHLAKE, TX 76092CRD# 6480619Firm CRD# 210524

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy James Mckibben · SOUTHLAKE, TX
Registration
CRD #6480619 · ANCOR HOLDINGS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy James Mckibben is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with ANCOR HOLDINGS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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
ANCOR HOLDINGS, LP
ANCOR CAPITAL PARTNERS
AUM
$181M
Regulatory assets under management
Employees
9
Total firm employees
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: TRANSACTION FEES AND MANAGEMENT SERVICE FEES
Regulatory
SEC/IARD CRD# 6480619
Firm CRD# 210524
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTHLAKE?

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

05

Frequently Asked Questions

What services does Timothy James Mckibben offer?
Timothy James Mckibben specializes in Retirement Planning. Contact their office in SOUTHLAKE, Texas for a consultation.
What are Timothy James Mckibben's credentials?
Timothy James Mckibben is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy James Mckibben located?
Timothy James Mckibben is based in SOUTHLAKE, Texas, working with ANCOR HOLDINGS, LP. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.
How does Timothy James Mckibben charge for services?
Timothy James Mckibben's firm is compensated through performance-based fees, other: transaction fees and management service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANCOR HOLDINGS, LP?
ANCOR HOLDINGS, LP has approximately 9 employees and manages $181M 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 →