Liam M. Timmons
TIMMONS WEALTH MANAGEMENT
Attleboro, MA 02703
Some features on this profile are disabled
CRD#: 4458519
Professional summary
Liam M Timmons, CFP®, CIMA® is a registered financial advisor currently at TIMMONS WEALTH MANAGEMENT located in Attleboro, Massachusetts.
Liam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Liam has worked at 2 firms and has passed the Series 65 exam.
Biography
Liam has a Bachelor of Arts (B.A.) in Political Science from Boston College and a Master’s in Business Administration (MBA) with a concentration in Asset Management from the Carroll Graduate School of Management at Boston College where he graduated with top honors.
Liam holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations.
Liam currently serves on the board of directors of the Community Health Systems Foundation and previously served on the board of directors of Highland Country Club in Attleboro, MA. Liam is an active member of the CFA Society Boston, Financial Planning Association, Investments & Wealth Institute, and the Boston College Alumni Association.
Liam is an avid golfer and fisherman and volunteers as a youth ice hockey coach for the Massachusetts Spitfires hockey club in Foxboro, MA. He is married to his college sweetheart and has two beautiful girls who are actively involved in ice hockey and lacrosse.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Tax Planning
Insurance Planning
Employee and Employer Plan Ben...
Education Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Corporate Executives
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Liam M Timmons'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®
CFP®
Start date: 2017
Experience
Current
November 6, 2012 - Present
TIMMONS WEALTH MANAGEMENT
Office #1: 300 North Main Street, Attleboro, MA 02703RIA
CRD#: 165914
Attleboro, MA
Past
July 31, 2007 - October 31, 2012
FINARC LLC
RIA
CRD#: 107487
NEEDHAM, 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".
TIMMONS WEALTH MANAGEMENT
TIMMONS WEALTH MANAGEMENT | TIMMONS WEALTH MANAGEMENT, LLC
CRD#: 165914 / SEC#: 801-129964
RIA
Registered Investment Advisory firm - (4/19/2024 Approved)Florida
Registered Investment Advisory firm - (4/26/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (4/26/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (5/1/2024 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
Florida(7/19/2023)
IAR
Massachusetts(11/6/2012)
IAR
Rhode Island(5/4/2023)
Current Firm
TIMMONS WEALTH MANAGEMENT
TIMMONS WEALTH MANAGEMENT | TIMMONS WEALTH MANAGEMENT, LLC
CRD#: 165914 / SEC#: 801-129964
RIA
Registered Investment Advisory firm - (4/19/2024 Approved)Florida
Registered Investment Advisory firm - (4/26/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (4/26/2024 Terminated)Rhode Island
Registered Investment Advisory firm - (5/1/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
300 North Main Street, Attleboro, MA 02703
Mailing Address
Phone number
(774) 331-2172
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 553 |
| AUM (Assets Under Management) | $ 144,932,706 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/07/2023 | ||
| 04/21/2022 |
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.
Company Information
TIMMONS WEALTH MANAGEMENT
CRD#: 165914Attleboro, MA 02703TRUST BUT VERIFY
Monitor Liam Timmons
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
