Timothy James Mcneely

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 03/2019
  Raymond James
  Northridge, CA
• 03/2019 → 03/2024
  Dynamic Wealth
  Phoenix, AZ
• 03/2024 → 10/2024
  Strategy Asset Managers
  Pasadena, CA
• 10/2024 → Present
  Farther Finance Advisors
  Bakersfield, CA

Previous Registrations

• 2024-03-28 → 2024-11-08
  Strategy Asset Managers L.L.C.
  Bakersfield, CA
  Pasadena, CA
• 2019-03-14 → 2024-03-28
  Dynamic
  Northridge, CA
  Phoenix, AZ
• 2009-06-01 → 2019-03-18
  Raymond James Financial Services Advisors, Inc
  Northridge, CA
• 2005-06-06 → 2009-05-28
  Citigroup Global Markets Inc.
  Sherman Oaks, CA
  Sherman Oaks, CA
• 2001-10-30 → 2004-08-05
  Citigroup Global Markets Inc.
  Sherman Oaks, CA

Other Businesses

Name of other business: Tim McNeely, Sole Prop.; Is business Investment related: No; Address of other business: Bakersfield, CA; Nature of other business: Real Estate / Education / Speaking / Publishing / Coaching; Your position: Owner; Start date of relationship: 2005; Approx. # of hours /month devote to other business: 80; Number of hours devoted to other business during securities trading hours: 80;

Exams

• S66 Uniform Combined State Law Examination
  2001-08-20

Designations

• Certified Financial Planner