Timothy Dolan
Professional Summary
Timothy Dolan is a registered financial advisor currently at FNEX CAPITAL, LLC located in Boston, Massachusetts. Timothy is registered as a RR (Registered Representative) and started their career in finance in 2023. Timothy has worked at 2 firms and has passed the Series 63, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
APPLIED CAPITAL, LLC | FNEX CAPITAL, LLC
Contact Information
Main Address
One Indiana Square Suite 2252, Indianapolis, IN 46204Mailing Address
One Indiana Square Suite 2252, Indianapolis, IN 46204Phone Number
(317) 580-2588Established
Indiana since 06/04/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(8/20/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Timothy Dolan's CRS (Customer Relationship Summary).
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