TB
Timothy T. Bean
LIBERTY CAPITAL INVESTMENT
Portland, OR 97201
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CRD#: 4918010
TB
Professional summary
Timothy Teddy Bean is a registered financial advisor currently at LIBERTY CAPITAL INVESTMENT CORPORATION located in Portland, Oregon.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Timothy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
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.
INSURANCE; INVESTMENT-RELATED? YES; BECAUSE LIBERTY CAPITAL DOES NOT PARTICIPATE IN LIFE INSURANCE OR FIXED ANNUITIES, AS AN ADDITIONAL SERVICE TO CLIENTS, I OFFER THESE PRODUCTS OUTSIDE OF LIBERTY CAPITAL. I SPEND BETWEEN 5 AND 8 HOURS PER MONTH ON THIS, IT IS SOMETIMES DURING MARKET HOURS, BUT THESE SERVICES ARE INCIDENTAL TO MY LIBERTY CAPITAL BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Teddy Bean's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Timothy Teddy Bean'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®
NoneExperience
Current
August 27, 2013 - Present
LIBERTY CAPITAL INVESTMENT CORPORATION
Office #1: 1800 Sw 1st Ave Suite 150, Portland, OR 97201RIA
BD
CRD#: 25706
Portland, OR
Current
July 29, 2009 - Present
LIBERTY CAPITAL INVESTMENT CORPORATION
Office #1: 1800 Sw 1st Ave Suite 150, Portland, OR 97201RIA
BD
CRD#: 25706
Portland, OR
Past
September 12, 2008 - July 23, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PORTLAND, OR
Past
January 1, 2008 - September 17, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PORTLAND, OR
Past
April 4, 2005 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
PORTLAND, OR
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
Arizona(8/7/2024)
RR
California(7/29/2009)
RR
Florida(2/6/2023)
RR
Idaho(7/23/2019)
RR
Oregon(7/29/2009)
IAR
Oregon(8/27/2013)
RR
Texas(2/17/2012)
RR
Washington(7/29/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LC
LIBERTY CAPITAL INVESTMENT CORPORATION
LIBERTY CAPITAL | LIBERTY CAPITAL INVESTMENT CORPORATION
CRD#: 25706 / SEC#: , 8-42051
Arizona
Registered Investment Advisory firm - SEC (8/3/2022 Terminated)California
Registered Investment Advisory firm - SEC (9/2/2022 Terminated)Oregon
Registered Investment Advisory firm - SEC (4/24/2009 Approved)Texas
Registered Investment Advisory firm - SEC (8/3/2022 Terminated)Washington
Registered Investment Advisory firm - SEC (4/20/2009 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
1618 Sw First Ave. Ste. 425, Portland, OR 97201
Mailing Address
1618 Sw First Ave. Suite 425, Portland, OR 97201
Phone number
(503) 225-9393
Established
Oregon since 10/11/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
6
FINRA licenses (11 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PURPURA, GARY FRANK | PRESIDENT/CEO/CCO/CFO | 368952 |
| REEL, ANTHONY ALLEN | SHAREHOLDER / REGISTERED REPRESENTATIVE | 4388993 |
| REEL, STEFANIE ANN | SECRETARY/TREASURER/MANAGER | 4410781 |
| BRUNDAGE, ROGER ALWYN | SHAREHOLDER / REGISTERED REPRESENTATIVE | 33605 |
| WALKER, ROBERT ALLEN | SHAREHOLDER / REGISTERED REPRESENTATIVE | 1501658 |
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 78,074,006 |
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.
