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Timothy J Mcgeeney
Brogan Financial
25 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Brogan Financial
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
761 clients
Average Client Portfolio
$701K average
Assets Under Management
$533.3M
Fee Structure
Investment Management
Planning
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Location
2160 Lakeside Centre Way, Suite 102, Knoxville, TN, 37922
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
May 2010
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Brogan Financial
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley
Broker
October 2023 - August 2024 · 10 mos
Morgan Stanley
August 2023 - August 2024 · 1 yr
Meyer Capital Group
October 2002 - July 2023 · 20 yrs 9 mos
Morgan Stanley
August 2001 - August 2002 · 1 yr
Morgan Stanley Dw INC.
Broker
August 2001 - August 2002 · 1 yr
UBS Painewebber INC.
Broker
January 2000 - August 2001 · 1 yr 7 mos
State Registrations
1 state
TN
Advisor
Exams
No exam information available for this advisor.