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Timothy Allen Mosier

CAIRN INVESTMENT GROUP, INC.·VANCOUVER, Washington
Clean recordCAIRN 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Allen Mosier is a registered financial advisor based in VANCOUVER, Washington, affiliated with CAIRN INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CAIRN INVESTMENT GROUP, INC.
CAIRN INVESTMENT GROUP
AUM
$337M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4650900
Firm CRD# 143601
View on FINRA BrokerCheck →

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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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