Timothy Andrew Singleton
Professional Summary
Timothy Andrew Singleton, who also goes by Drew Singleton, is a registered financial advisor currently at KEEL POINT CAPITAL, LLC located in Tysons, Virginia. Timothy is registered as a RR (Registered Representative) and started their career in finance in 2016. Timothy has worked at 1 firm and has passed the SIE, Series 7 and Series 57 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Drew Singleton
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Years of Experience
10 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Current Firm
BLUE CREEK | KPC | KEEL POINT CAPITAL, LLC | INVESTMENT & FINANCIAL SERVICES, INC. | BLUE CREEK SECURITIES, LLC | BLUE CREEK SECURITIES, INC.
Contact Information
Main Address
100 Church Street Suite 500, Huntsville, AL 35801Mailing Address
100 Church Street Suite 500, Huntsville, AL 35801Phone Number
(256) 704-5111Established
Delaware since 10/24/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (40 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEEL POINT PARTNERS, LLC | SHAREHOLDER | — |
| BATES, MICHAEL LINDSAY J.D. | COO/ OPERATIONS PROFESSIONAL | 5822091 |
| BEATON, DANIEL STEWART | FINOP/CFO | 4240769 |
| MAYES, ROBERT CARL | CEO | 719831 |
| PERRY, JAMES MICHAEL | CCO | 1189342 |
| PERRY, JAMES MICHAEL | PRINCIPAL | 1189342 |
| PERRY, JAMES MICHAEL | GENERAL SECURITIES PRINCIPAL | 1189342 |
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - BD
Click below to view Timothy Andrew Singleton's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
