Timothy Patrick Mclanahan

Employer firm

Prospera Financial Services, Inc. CRD 10740

$12.4B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/1995 → Present
  Becker & Suffern, Ltd.
  Mandeville, LA
• 10/2009 → 10/2017
  M Holdings Securities, Inc.
  Portland, OR
• 11/2017 → Present
  Prospera Financial Services Inc.
  Dallas, TX

Previous Registrations

• 2012-04-09 → 2017-10-18
  M Holdings Securities, Inc.
  Mandeville, LA
  Portland, OR
  Mandaville, LA

Other Businesses

1.) BECKER SUFFERN MCLANAHAN, LTD,; INVESTMENT RELATED - YES; 1245 W CAUSEWAY APPROACH, MANDEVILLE, LA 70471; ADVISOR FOR BSM; 11/2017; INSURANCE BUSINESS SO MAY INVOLVE VARIABLE BUSINESS. 40 HOURS PER MONTH; 30 DURING TRADING HOURS; FINANCIAL ADVISOR 2.) BSM PARTNERS, LTD., INVESTMENT RELATED - NO; 1245 W CAUSEWAY APPROACH, MANDEVILLE, LA 70471. 11/2017; . SHARING EXPENSES WITH PAT SUFFER, BRIAN BECKER; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; 3.) BSM CONSULTING GROUP, LTD,; ; INVESTMENT RELATED - YES; 1245 W CAUSEWAY APPROACH, MANDEVILLE, LA 70471; ADVISOR FOR BSM; 11/2017; 40 HOURS PER MONTH; 30 DURING TRADING HOURS; FINANCIAL ADVISOR ; SHARING EXPENSES WITH PAT SUFFER, BRIAN BECKER 4.) METROPOLITAN CRIME COMMISSION; INVESTMENT RELATED - NO; 1615 POYDRAS STREET SUITE 1060 NEW ORLEANS, LA 70112. BOARD MEMBER; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; 501C NON PTOFIT GROUP 5.) ESTATE OF FAY LAWTON KEENAN; INVESTMENT RELATED - NO; 1245 W CAUSEWAY APPROACH, MANDEVILLE, LA 70471; TRUST/POA/EXECUTOR/ETC; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; TRUST/POA/EXECUTOR/ETC 6.) LOW COUNTRY DREAMS, LLC; NVESTMENT RELATED - NO; 1245 W CAUSEWAY APPROACH, MANDEVILLE, LA 70471; OWNER; 11/2017; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; ETSY T-SHIRT & HAT SHOP 7.) BPB-TPM HOLDING, LLC; INVESTMENT RELATED - NO; 1245 W CAUSEWAY APPROACH, MANDEVILLE, LA 70471; 1 HOUR PER MONTH; 0 DURING TRADING HOURS; EXPENSE SHARING 8.) BDS PROPERTIES, LLC; INVESTMENT RELATED - NO; 1245 W CAUSEWAY APPROACH, MANDEVILLE, LA 70471; OFFICE BUILDING; OWNER; 02/2026; 2 HOURS PER MONTH; 2 DURING TRADING HOURS; BUILDING OWNER AND OCCUPANT

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-12

Designations

• Chartered Financial Consultant