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TE

Timothy R. Evans

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CRD#: 2112351
TE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Robert Evans, who also goes by Tim Evans, was a registered financial advisor .

Timothy is a previously registered financial advisor and started their career in finance in 1990. Timothy had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tim Evans

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 21, 2003 - July 29, 2004

IFMG SECURITIES, INC.

RIA
CRD#: 14416
SOUTH AMBOY, NJ
Past

July 16, 2003 - July 29, 2004

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

November 22, 2002 - April 25, 2003

QUICK & REILLY, INC.

RIA
CRD#: 11217
HACKENSACK, NJ
Past

April 25, 2001 - April 25, 2003

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

February 25, 2000 - April 25, 2001

SUMMIT FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 7246
BETHLEHEM, PA
Past

September 29, 1999 - February 8, 2000

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 21, 1998 - October 1, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 20, 1991 - August 14, 1995

M.S. FARRELL & COMPANY, INC.

BD
CRD#: 24232
SYOSSET, NY
Past

July 8, 1991 - November 21, 1991

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

December 17, 1990 - July 16, 1991

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/2/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


IS
IFMG SECURITIES, INC.
IFMG SECURITIES, INC. | TORCHMARK BROKERAGE SERVICES, INC. | LIBERTY SECURITIES CORPORATION

CRD#: 14416 / SEC#: , 8-30670

BD
Terminated by SEC on 11/09/2008
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/03/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LPL HOLDINGS, INC.PARENT COMPANY
ARNOLD, DAN HOGAN JRDIRECTOR, VICE PRESIDENT, SECRETARY2557410
MAHER, CHARLES WILLIAMDIRECTOR2085378
VANNOY-PINEDA, KATHLEEN DENISECHIEF COMPLIANCE OFFICER1347526

Disclosures


Regulatory Event5
Arbitration4

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.

Company Information


IFMG SECURITIES, INC.

CRD#: 14416

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