How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW TIMOTHY

ADVISOR PERSONAL BIO

Tim joined CAPTRUST in 2021 from Ellwood Associates. As a principal and financial advisor, he is responsible for providing investment advisory services to clients with a focus on not-for-profit hospital/healthcare institutions, corporate retirement plans, endowments, and foundations. Tim’s focus is to help clients achieve their financial objectives through disciplined, methodical strategies, appropriate risk and return profiles, and a strong commitment to client partnership. Prior to joining the firm, Tim led Ellwood’s healthcare practice, was a member of the board of directors, and was a member of the traditional manager research committee. Tim has worked at Stratford Advisory Group, a Chicago-based investment consulting firm where he spearheaded the firm’s manager research activities. Tim holds a Bachelor of Science degree in finance from DePaul University in Chicago, Illinois.

ADVISOR PROFILE

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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TIMOTHY RICHARD EGAN

Experience: 31 years / 2 firms

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