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Timothy David Reeves

TIM REEVES & ASSOCIATES
MIDLOTHIAN, IL
·CRD# 372909·53 years experience

Professional Summary

Timothy David Reeves is a registered financial advisor currently at TIM REEVES & ASSOCIATES located in Midlothian, Illinois and FORTUNE FINANCIAL SERIVCES, LLC located in Midlothian, Illinois. Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. Timothy has worked at 9 firms and has passed the Series 63, Series 7TO, SIE, Series 1 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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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Years of Experience

53 years in the financial services industry

Current & Past Employments

TIM REEVES & ASSOCIATES·CRD# 123605
RIA
Midlothian, IL
May 24, 1998 - Present
FORTUNE FINANCIAL SERIVCES, LLC·CRD# 42150
BD
Midlothian, IL
March 17, 2015 - Present
LPL FINANCIAL LLC·CRD# 6413
BD
Midlothian, IL
September 8, 2009 - March 30, 2015
INVESTORS BROKERAGE SERVICES, INC.·CRD# 4257
BD
October 21, 1986 - April 27, 1989
MUTUAL SERVICE CORPORATION·CRD# 4806
BD
Midlothian, IL
January 28, 1983 - September 8, 2009
G. W. COURTNEY, INC.·CRD# 7769
BD
May 14, 1980 - January 5, 1983
AMERICAN EXPRESS FINANCIAL CORPORATION·CRD# 6320
BD
March 2, 1973 - December 31, 1978
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
March 2, 1973 - December 31, 1978
IDS LIFE INSURANCE COMPANY·CRD# 6321
BD
March 2, 1973 - December 31, 1978

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Current Firm

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TIM REEVES & ASSOCIATES

REEVES,TIMOTHY DAVID | TIM REEVES & ASSOCIATES

CRD#: 123605
Illinois
Registered Investment Advisory firm - Illinois (5/24/1989 Approved)

Contact Information

Main Address

Midlothian, IL

Phone Number

(708) 597-5055

# of Employees

2

Documents

Latest Form ADV

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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.

1. 07/21/2010- REGISTERED INVESTMENT ADVISOR, (FP) I DO FINANCIAL PLANS FOR HOURLY AND/OR FIXED FEES, 70% 2. 12/20/2010 - NON-VARIABLE INSURANCE DBA, TIM REEVES AND ASSOCIATES, 100% OF TIME SPENT.

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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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(3/17/2015)
RR
Georgia
(7/14/2020)
IAR
Illinois
(5/24/1998)
RR
Illinois
(4/7/2015)
RR
Indiana
(3/17/2015)
RR
Iowa
(1/5/2021)
RR
Ohio
(1/5/2022)
RR
Virginia
(1/2/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1984About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 1 — Registered Representative Examination

Passed Feb 1973

Series 24 — General Securities Principal Examination

Passed Nov 1984About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Timothy David Reeves's CRS (Customer Relationship Summary).

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