TS
Timothy L. Sharer
LVZ
Friendswood, TX 77546
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CRD#: 2366869
TS
Professional summary
Timothy Lyndon Sharer is a registered financial advisor currently at LVZ, INC. located in Friendswood, Texas.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Timothy has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 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.
1) SHARER MCKINLEY GROUP POSITION: Owner NATURE: Insurance (provide product lines - Fixed Annuities; Life/Health; Long-Term Care; Property & Casualty; Other) INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/20/2002 ADDRESS: 820 S Friendswood Drive, Suite 207, Friendswood TX 77546 DESCRIPTION: Life insurance, long term care and annuity sales, Group and individual health insurance sales 2) SHARER MCKINLEY GROUP POSITION: Owner NATURE: DBA; INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 05/04/2018 ADDRESS: 820 South Friendswood Dr., Suite 207, FRIENDSWOOD TX 77546, United States DESCRIPTION: DBA 3) Tim Sharer POSITION: Owner/Author NATURE: Book, Author INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2025 ADDRESS: 2214 Bayou Cove Lane, League City, TX 77573 DESCRIPTION: Book sales
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Lyndon Sharer'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
November 25, 2024 - Present
LVZ, INC.
Office #1: 820 Friendswood Dr, Ste 207, Friendswood, TX 77546RIA
CRD#: 124228
Friendswood, TX
Past
August 30, 2002 - November 26, 2024
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
FRIENDSWOOD, TX
Past
August 30, 2002 - November 26, 2024
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
FRIENDSWOOD, TX
Past
June 28, 2001 - December 31, 2002
ADVANCED PLANNING, INC.
RIA
CRD#: 115576
BEDFORD, TX
Past
July 20, 2000 - January 28, 2003
INDEPENDENT ADVISERS GROUP CORP
RIA
CRD#: 106684
BEDFORD, TX
Past
July 23, 1993 - September 6, 2002
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
Registered Investment Advisory firm - (5/17/2006 Approved)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
Texas(11/25/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
Registered Investment Advisory firm - (5/17/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
240 South River Avenue, Holland, MI 49423
Mailing Address
Phone number
(616) 394-4994
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,242 |
| AUM (Assets Under Management) | $ 969,207,213 |
Red Flags
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Company Information
LVZ, INC.
CRD#: 124228Friendswood, TX 77546TRUST BUT VERIFY
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Contact information
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