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JM

John Mccully

TIM LOONEY INVESTMENTS
Longwood, FL 32779
Some features on this profile are disabled
CRD#: 7692508
JM

Professional summary

John Mccully, who also goes by Mccully John, is a registered financial advisor currently at TIM LOONEY INVESTMENTS, LLC located in Longwood, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mccully John

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) - RIA

Click below to view John Mccully's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 20, 2024 - Present

TIM LOONEY INVESTMENTS, LLC

Office #1: 2180 Sr 434 Suite 6140, Longwood, FL 32779
RIA
CRD#: 164413
Longwood, FL

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".
TL
TIM LOONEY INVESTMENTS, LLC
TIM LOONEY INVESTMENTS, LLC

CRD#: 164413 / SEC#: 801-76731

RIA
Registered Investment Advisory firm - (6/8/2012 Approved)

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
(2/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/31/2024
Uniform Investment Adviser Law Examination

Current Firm

TL
TIM LOONEY INVESTMENTS, LLC
TIM LOONEY INVESTMENTS, LLC

CRD#: 164413 / SEC#: 801-76731

RIA
Registered Investment Advisory firm - (6/8/2012 Approved)
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Contact information

Main Address
2180 Sr 434 Suite 6140, Longwood, FL 32779
Mailing Address
Phone number
(407) 331-6961
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (2/13/2026)

Regulatory assets under management

Total Number of Accounts1,255
AUM (Assets Under Management)$ 490,256,479

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

TIM LOONEY INVESTMENTS, LLC

CRD#: 164413Longwood, FL 32779

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