Unclaimed Profile

Timothy Allen Mosier

CAIRN INVESTMENT GROUP, INC.·VANCOUVER, Washington

Series 7, Series 31, Series 66Clean record23 years registeredCAIRN INVESTMENT GROUP, INC.

500 BROADWAY STREET, VANCOUVER, WA 98660CRD# 4650900Firm CRD# 143601

Profile Verification

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

Identity

Timothy Allen Mosier · VANCOUVER, WA

Registration

CRD #4650900 · CAIRN INVESTMENT GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CAIRN INVESTMENT GROUP

Jul 2007 – present

RBC DAIN RAUSCHER INC.

Jun 2003 – Aug 2007

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · June 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAIRN INVESTMENT GROUP, INC.

CRD 143601 · SEC 801-68016

AUM

$337M

Regulatory assets under management

Employees

838 client accounts

Services offered by CAIRN INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAIRN INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Allen Mosier offer?

Timothy Allen Mosier specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.

What are Timothy Allen Mosier's credentials?

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

Where is Timothy Allen Mosier located?

Timothy Allen Mosier is based in VANCOUVER, Washington, working with CAIRN INVESTMENT GROUP, INC.. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Timothy Allen Mosier charge for services?

Timothy Allen Mosier'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 CAIRN INVESTMENT GROUP, INC.?

CAIRN INVESTMENT GROUP, INC. has approximately 6 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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