TC
TC

Timothy William Carne

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$544K average
Assets Under Management
$643.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

1104 Kenilworth Drive, Suite 500, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is an agent for non-variable insurance through Crump and Synergy Benefit Consultants, LLC, dedicating minimal time to each. He also spends nearly full-time working as an IAR for SFG Wealth Management LLC, providing investment advisory services.

Employment History
Current Registrations
Sfg Wealth Management
December 2016 - Present · 9 yrs 2 mos
LPL Financial LLCBroker
April 2012 - Present · 13 yrs 10 mos
Previous Registrations
LPL Financial LLC
April 2012 - April 2017 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2006 - April 2012 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - April 2012 · 5 yrs 6 mos
Suntrust Investment Services, INC.
January 2002 - November 2006 · 4 yrs 10 mos
Suntrust Investment Services, INC.Broker
May 2000 - November 2006 · 6 yrs 6 mos
Crestar Securities CorporationBroker
July 1998 - May 2000 · 1 yr 10 mos
State Registrations10 states
ARCTFLMDNCPATXVAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.