Timothy Douglas Purser
Professional Summary
Timothy Douglas Purser is a registered financial advisor currently at SHADE TREE PARTNERS LLC located in Dallas, Texas. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Timothy has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 5, Series 000, Series 1, Series 24, Series 53 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
54 years in the financial services industry
Current & Past Employments
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Current Firm
MNJ ADVISORY | SHADE TREE PARTNERS LLC
Contact Information
Main Address
13140 Coit 115, Dallas, TX 75240Mailing Address
1314 Mcdermott Suite 106 Box 801, Allen, TX 75013-3013Phone Number
(214) 620-8201# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
68AUM (Assets Under Management)
$63,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
(11/13/2015)
(11/13/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 15 — Foreign Currency Options Examination
Passed Mar 1993Series 5 — Interest Rate Options Examination
Passed Dec 1981Series 000 — General Securities Principal Examination
Passed Mar 1973Series 1 — Registered Representative Examination
Passed May 1972Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Douglas Purser's CRS (Customer Relationship Summary).
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