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CT

Carl W. Timpson,jr

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CRD#: 447133
CT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carl William Timpson,jr, who also goes by Bill Timpson, Billy Timpson, Carl William Timpson Jr, Carl William Timpson, was a registered financial advisor .

Carl is a previously registered financial advisor and started their career in finance in 1962. Carl had worked at 9 firms and has passed the Series 63, PC, Series 41, Series 1 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Timpson | Billy Timpson | Carl William Timpson Jr | Carl William Timpson

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 3, 2004 - April 18, 2012

TIMPSON INVESTMENTS, INC.

RIA
CRD#: 109337
DELRAY BEACH, FL
Past

January 20, 1992 - January 22, 2001

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 14, 1982 - May 24, 1985

STILLMAN, MAYNARD & CO.

BD
CRD#: 3515
Past

October 5, 1981 - January 23, 1992

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

February 11, 1980 - November 22, 1982

WHITNEY GOADBY, INC.

BD
CRD#: 378
Past

March 10, 1978 - May 4, 1983

PERSHING LLC

BD
CRD#: 7560
Past

February 24, 1978 - March 10, 1978

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

BD
CRD#: 7554
Past

February 14, 1977 - February 24, 1978

PERSHING & CO. INC.

BD
CRD#: 7349
Past

October 26, 1962 - February 14, 1977

PERSHING & CO., INC.

BD
CRD#: 3014

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/19/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 4/23/1981
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 41
Date: 1/1/1981
NYSE Allied Member Examination
General Industry/Product Exam
RR
Series 1
Date: 10/26/1962
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


TI
TIMPSON INVESTMENTS, INC.
TIMPSON INVESTMENT INC | TIMPSON INVESTMENTS INC. | TIMPSON INVESTMENTS, INC. | TIMPSON JR CARL WILLIAM

CRD#: 109337 / SEC#: 801-57168

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Contact information


Main Address
Delray Beach, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


TIMPSON INVESTMENTS, INC.

CRD#: 109337

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