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TR

Todd D. Reeves

TIM REEVES & ASSOCIATES
Midlothian, IL
Some features on this profile are disabled
CRD#: 4370513
TR

Professional summary

Todd Darren Reeves is a registered financial advisor currently at TIM REEVES & ASSOCIATES located in Midlothian, Illinois and FORTUNE FINANCIAL SERVICES, INC. located in Midlothian, Illinois.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Todd has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

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.
1. 12/20/2010 - DBA ONLY, TIM REEVES AND ASSOCIATES. 2, ADMINISTRATIVE ASSISTANT FOR TIM REEVES AND ASSOCIATES.

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CRS (Client Relationship Summary) - RIA

Click below to view Todd Darren Reeves'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®
None

Experience

Current

August 21, 2020 - Present

TIM REEVES & ASSOCIATES

RIA
CRD#: 123605
Midlothian, IL
Current

March 17, 2015 - Present

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
Midlothian, IL
Past

September 8, 2009 - March 30, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
MIDLOTHIAN, IL
Past

September 11, 2003 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
MIDLOTHIAN, IL

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(3/17/2015)
IAR
Illinois
(8/21/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/23/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/5/2003
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: 9/10/2003
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TR
TIM REEVES & ASSOCIATES
REEVES,TIMOTHY DAVID | TIM REEVES & ASSOCIATES

CRD#: 123605 / SEC#:

Illinois
Registered Investment Advisory firm - (5/24/1989 Approved)
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Contact information

Main Address
Midlothian, IL
Mailing Address
Phone number
(708) 597-5055
Established
Firm type
Fiscal year end
# of Employees
2

Documents

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Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

TIM REEVES & ASSOCIATES

CRD#: 123605Midlothian, IL

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