TR
CFP
TR
CFP

Timothy Alderson Roark

14 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
727 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$2M
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Location

2700-A NW 43rd Street, Gainesville, FL, 32606

Get directions

History

Regulatory History (2)
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Customer Dispute
June 2025
Pending
Civil
June 2025
Pending
Other Business Activities

Timothy serves on the Board of Trustees for Oak Hall School and Dance Alive National Ballet, both starting in 2019. These activities are not investment related and require minimal time each month.

Employment History
Current Registrations
Koss-Olinger Consulting, LLC.
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Valmark Securities, INC.Broker
September 2011 - February 2025 · 13 yrs 5 mos
State Registrations2 states
FLSC
Advisor
Exams
No exam information available for this advisor.
Timothy Alderson Roark - Financial Advisor | TrueAdvisor