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TB

Timothy L. Bovey

ASPIRE CAPITAL ADVISORS
Kirkland, WA 98033
Some features on this profile are disabled
CRD#: 2816604
TB

Professional summary

Timothy Lee Bovey, ChFC®, CLU®, who also goes by Timothy L Bovey, is a registered financial advisor currently at ASPIRE CAPITAL ADVISORS LLC located in Kirkland, Washington.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Timothy has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy L Bovey

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 Timothy Lee Bovey's CRS (Customer Relationship Summary).
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®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

July 1, 2021 - Present

ASPIRE CAPITAL ADVISORS LLC

Office #1: 1524 Market Street, Suite 100, Kirkland, WA 98033
RIA
CRD#: 298366
Kirkland, WA
Past

July 1, 2021 - February 1, 2024

M. S. HOWELLS & CO.

BD
CRD#: 104100
KIRKLAND, WA
Past

November 6, 2020 - July 6, 2021

ARBOR POINT ADVISORS

RIA
CRD#: 165127
KIRKLAND, WA
Past

November 6, 2020 - July 6, 2021

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Kirkland, WA
Past

December 5, 2017 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
Kirkland, WA
Past

December 5, 2017 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
Kirkland, WA
Past

September 9, 1998 - December 5, 2017

FSIC

RIA
CRD#: 37813
KIRKLAND, WA
Past

February 18, 1998 - December 5, 2017

FSIC

BD
CRD#: 37813
KIRKLAND, WA
Past

November 12, 1996 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

November 12, 1996 - March 17, 1998

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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".
AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366 / SEC#: 801-118452

RIA
Registered Investment Advisory firm - (4/16/2020 Approved)
California
Registered Investment Advisory firm - (5/29/2020 Terminated)
Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)
Washington
Registered Investment Advisory firm - (5/29/2020 Terminated)

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
Washington
(7/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/4/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/21/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/11/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366 / SEC#: 801-118452

RIA
Registered Investment Advisory firm - (4/16/2020 Approved)
California
Registered Investment Advisory firm - (5/29/2020 Terminated)
Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)
Washington
Registered Investment Advisory firm - (5/29/2020 Terminated)
PREMIUM
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Contact information

Main Address
1815 North 45th Street Suite 105, Seattle, WA 98103
Mailing Address
Phone number
(206) 939-5615
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASPIRE CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/26/2025)

Regulatory assets under management

Total Number of Accounts4,984
AUM (Assets Under Management)$ 1,007,298,969

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

ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366Kirkland, WA 98033

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