James T. Moore
TIMBERCHASE FINANCIAL
Hoover, AL 35242
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CRD#: 7289051
Professional summary
James Tyler Moore, CFP® is a registered financial advisor currently at TIMBERCHASE FINANCIAL, LLC located in Hoover, Alabama.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. James has worked at 1 firm and has passed the Series 65 exam.
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.
shareholder/member of LRJ, LLC / Northwest Registered Agent Service, 212 W. Troy Street, Ste. B, Dothan, AL 36303 / start date: 05/2021 / non-investment related / LRJ, LLC provides decentralized network coverage for the internet and 5g wireless coverage through the Helium network. / Duties include: installation and maintenance of equipment, preparation of tax returns, and other administrative duties for which Mr. Moore spends approximately 5 hrs. per month outside of securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view James Tyler Moore'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: 2022
Experience
Current
August 20, 2020 - Present
TIMBERCHASE FINANCIAL, LLC
Office #1: 31 Inverness Center Parkway Suite 100, Hoover, AL 35242RIA
CRD#: 131205
Hoover, AL
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".
TF
TIMBERCHASE FINANCIAL, LLC
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205 / SEC#: 801-119050
RIA
Registered Investment Advisory firm - (7/13/2020 Approved)Alabama
Registered Investment Advisory firm - (7/23/2020 Terminated)Oregon
Registered Investment Advisory firm - (11/24/2020 Terminated)Texas
Registered Investment Advisory firm - (7/23/2020 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
Alabama(8/20/2020)
IAR
Texas(8/20/2020)
Current Firm
TF
TIMBERCHASE FINANCIAL, LLC
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205 / SEC#: 801-119050
RIA
Registered Investment Advisory firm - (7/13/2020 Approved)Alabama
Registered Investment Advisory firm - (7/23/2020 Terminated)Oregon
Registered Investment Advisory firm - (11/24/2020 Terminated)Texas
Registered Investment Advisory firm - (7/23/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
31 Inverness Center Parkway Suite 100, Hoover, AL 35242
Mailing Address
Phone number
(205) 980-7118
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 798 |
| AUM (Assets Under Management) | $ 237,136,020 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 01/24/2025 | ||
| 11/01/2023 | ||
| 01/18/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TIMBERCHASE FINANCIAL, LLC
CRD#: 131205Hoover, AL 35242TRUST BUT VERIFY
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