GeorgeTimson- Financial Advisor Springfield, MO

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About George Timson

Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future and beyond. We combine experienced, conflict-free advisors and powerful technology to deliver wealth management that evolves with you.

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General Information

CRD#

7195166

Firm CRD#

302050

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

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

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

5,000,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Based on Assets

Education

Bachelor of Business Administration - Finance

TCU - Texas Christian University
2015 -2019

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of Advisor. 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/1890876/paladinregistry-SignalPoint-powered-by-Farther-detailed-disclosure.html

Paladin Advisors

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George Timson

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