PT
Peter C. Timmons
T/R FINANCIAL MANAGEMENT GROUP
WASHINGTON, DC
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CRD#: 1248803
PT
Professional summary
Peter Christopher Lane Timmons is a registered financial advisor currently at T/R FINANCIAL MANAGEMENT GROUP, LLC located in Washington, District Of Columbia.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Peter has worked at 2 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Managing Member of Lotus Fund, LLC. ("LF"), an investment pool in which some of T/R's clients were offered to invest. The Lotus Fund is no longer open to new investors nor is it open to any clients of T/R. The Lotus Fund does not provide to its members any of the protections provided clients of a brokerage firm such as Securities Investor Protection Corporation (SIPC) protection. The state of VA considers this to be an investment company, while DC does not. Participation in the Lotus Fund is not offered in Maryland and there are no participants in the Lotus Fund from Maryland.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Christopher Lane Timmons's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 4, 1995 - Present
T/R FINANCIAL MANAGEMENT GROUP, LLC
RIA
CRD#: 117102
WASHINGTON, DC
Past
April 18, 1984 - January 1, 1986
FIRST UNION CAPITAL MARKETS CORP.
BD
CRD#: 6124
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
District of Columbia(12/21/2005)
IAR
Maryland(12/14/2005)
IAR
Virginia(4/4/1995)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
T/R FINANCIAL MANAGEMENT GROUP, LLC
DON'T HAVE ANY OTHER BUSINESS NAME, BUT CANNOT DELETE THIS!!!! SO DON'T PAY ATTENTION TO WHAT'S BELOW EITHER. | T/R FINANCIAL MANAGEMENT GROUP, LLC
CRD#: 117102 / SEC#:
California
Registered Investment Advisory firm - (3/27/2019 Terminated)District of Columbia
Registered Investment Advisory firm - (12/21/2005 Approved)Georgia
Registered Investment Advisory firm - (11/17/2025 Termination Requested)Maryland
Registered Investment Advisory firm - (12/14/2005 Approved)Massachusetts
Registered Investment Advisory firm - (3/22/2019 Terminated)Michigan
Registered Investment Advisory firm - (11/17/2025 Termination Requested)Minnesota
Registered Investment Advisory firm - (6/22/2011 Approved)Oregon
Registered Investment Advisory firm - (12/5/2019 Terminated)Texas
Registered Investment Advisory firm - (9/22/2023 Conditional Restricted)Virginia
Registered Investment Advisory firm - (2/6/1995 Approved)Washington
Registered Investment Advisory firm - (1/5/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (4/11/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New Richmond, WI
Mailing Address
Phone number
(202) 421-4466
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 145 |
| AUM (Assets Under Management) | $ 23,650,896 |
Red Flags
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