TimEckel- Financial Advisor Cumming, GA

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About Tim Eckel

Building financial strength in today's environment involves more than chasing high earnings. It takes an integrated strategy that includes distribution planning, investment selection, tax planning, and risk management. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, and services. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following products and services:

Protection for the "what ifs" of life Tax management Investment management Retirement strategies Insurance and annuity products Professional money management Social Security maximization Healthcare preparedness Estate conservation and Wealth Transfer products to help you reach your goals.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

2366817

Firm CRD#

141238

Insurance License#

432256

Name of Broker/Dealer

Dempsey Lord Smith, LLC

Name of Custodial Firm

NFS, Schwab, Fidelity

States Licensed in

GA, OH, MS

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Following his honorable discharge from the U.S. Army, he entered the building material distribution business with Owen-Corning Fiberglas. He held sales, marketing, and distribution and product management positions. In 1992 he began his career in financial services as an agent with New York Life, in Atlanta, GA. Individual Life insurance, small business insurance needs, 401k retirement plans, and estate planning were emphasis areas. Continued learning and development were and remain high priorities. In 2000 Tim and his partner formed the Bales and Eckel Financial Group, which transitioned to the Eckel Financial Network.

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Foreign Languages Serviced

English

Advisory Services Provided

Risk Management, Money Management, Wealth Management, 401K Rollovers, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, Financial Planning for Individuals, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

ChFC^®

Securities Licenses

Series 65, Series 63, Series 6

Insurance and Annuity Licenses

Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Assets Managed by Advisor

Several Million

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Commissions, Hourly, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892719/paladinregistry-Eckel-Financial-Network,-LLC-detailed-disclosure.html

Disclaimer

Securities offered through Dempsey Lork Smith, LLC Member FINRA/SIPC Advisory services offered through Dempsey Lord Smith, LLC.

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Paladin Research Report For:

Tim Eckel

Eckel Financial Network, LLC