Peter C. Timmons

T/R FINANCIAL MANAGEMENT GROUP

WASHINGTON, DC

CRD#: 1248803

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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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

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.

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/20/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/4/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 4/16/1984

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 4/14/1984

General Securities Representative Examination

Current Firm

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 - (12/22/2025 Terminated)

Maryland

Registered Investment Advisory firm - (12/14/2005 Approved)

Massachusetts

Registered Investment Advisory firm - (3/22/2019 Terminated)

Michigan

Registered Investment Advisory firm - (2/3/2026 Terminated)

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	145
AUM (Assets Under Management)	$ 23,650,896

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Peter C. Timmons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Christopher Lane Timmons's CRS (Customer Relationship Summary).

Certified licenses

Experience

T/R FINANCIAL MANAGEMENT GROUP, LLC

FIRST UNION CAPITAL MARKETS CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/1994

Series 63

Date: 4/4/1984

Series 3

Date: 4/16/1984

Series 7

Date: 4/14/1984

Current Firm

T/R FINANCIAL MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

T/R FINANCIAL MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Contact information

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