Timothy J. Mcneely

FARTHER

BAKERSFIELD, CA

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CRD#: 2985729

Professional summary

Timothy James Mcneely, CFP® is a registered financial advisor currently at FARTHER located in Bakersfield, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Timothy has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 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.

Name of other business: Tim McNeely, Sole Prop.; Is business Investment related: No; Address of other business: Bakersfield, CA; Nature of other business: Real Estate / Education / Speaking / Publishing / Coaching; Your position: Owner; Start date of relationship: 2005; Approx. # of hours /month devote to other business: 80; Number of hours devoted to other business during securities trading hours: 80;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy James Mcneely'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®

CFP^®

CRD#: 6694

NORTHRIDGE, CA

Past

June 6, 2005 - May 28, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SHERMAN OAKS, CA

Past

June 6, 2005 - May 28, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SHERMAN OAKS, CA

Past

October 30, 2001 - August 5, 2004

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SHERMAN OAKS, CA

Past

July 23, 2001 - August 5, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

California
(10/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/20/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 12/17/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 11/24/2009

General Securities Sales Supervisor - Options Module Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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.

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Timothy J. Mcneely

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy James Mcneely's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGY ASSET MANAGERS L.L.C.

DYNAMIC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2001

SIE

Date: 10/1/2018

Series 7

Date: 7/20/2001

Series 10

Date: 12/17/2009

Series 9

Date: 11/24/2009

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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