TB
Timothy L. Bovey
ASPIRE CAPITAL ADVISORS LLC
Kirkland, WA 98033
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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.
1. OCT 2013; KIRKLAND FINANCIAL ADVISERS, KIRKLAND, WA; INVESTMENT RELATED; FINANCIAL ADVISORY; OWNER; MEET WITH CLIENTS TO REVIEW AND IMPLEMENT FINANCIAL PLANS; DEVOTE 200/MONTH DURING MARKET HOURS. 2. NOV 2011; RENTAL CONDO, RENTON, WA; NON INVESTMENT RELATED; OWNER; OWN AND RENT CONDO, SAME TENANT SINCE 2011; DEVOTE 0 HR/MONTH DURING MARKET HOURS. 3.DEC 2019; SKI MASTERS, WOODINVILLE, WA; NON INVESTMENT RELATED; SKI INSTRUCTOR; SKI INSTRUCTOR AT SUMMIT AT SNOQUALMIE WITH SKI MASTERS SKI SCHOOL; DEVOTE 4 HRS/MONTH DURING NON MARKET HOURS. 4. JULY2005; APEX COMMERCIAL LLC, BOTHELL, WA; NON INVESTMENT RELATED; MEMBER; 17 UNIT APARTMENT COMPLEX, MANAGING MEMBER RESPONSIBLE TO OVERSEE NEW TENANTS MOVING IN/OUT AND LEASES OF CURRENT TENANTS; DEVOTE 5 HRS/MONTH DURING NON MARKET HOURS 5. OCT 2011; HIGHLINE YOUTH FOUNDATION, BURIEN WA; NON INVESTMENT RELATED; SECRETARY/TREASURER; FOUNDATION THAT RUNS CAMP IN BURIEN WA; KIWANIS ORGANIZATION AND THE YOUTH FOUNDATION RUNS THE FREE CAMP FOR CHILDREN IN THE AREA; DEVOTE 0 HRS/MONTH DURING MARKET HOURS. 6. JAN 2009; BOLAN LLC, EXCELSIOR MN; NON INVESTMENT RELATED; MEMBER; 50% OWNER OF APARTMENT BUILDINGS IN MINNESOTA; DEVOTE 5 HRS/MONTH DURING NON MARKET HOURS. 7. JULY 1998; BOVEY & ASSOCIATES INC, KIRKLAND, WA; NON INVESTMENT RELATED; INSURANCE SALES; OWNER; LIFE/HEALTH/LTC AND DISABILITY INSURANCE RUN THROUGH AFFILIATE LLC BOVEY AND ASSOCIATES; DEVOTE 5HRS/MONTH DURING NON MARKET HOURS 8. JULY 1998; BOVEY & ASSOCIATES, KIRKLAND, WA; NON INVESTMENT RELATED; TAX PREPARATION; LIMITED TAX PREPARATION AND RETURNS FOR CLIENTS; DEVOTE 4 HRS/MONTH DURING NON MARKET HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Lee Bovey'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®
Experience
Current
July 1, 2021 - Present
ASPIRE CAPITAL ADVISORS LLC
Office #1: 1524 Market Street, Suite 100, Kirkland, WA 98033RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck 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)
Regulatory assets under management
| Total Number of Accounts | 4,984 |
| AUM (Assets Under Management) | $ 1,007,298,969 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
