Howard Darrell Timberlake

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 07/1999 → Present
  Consolidated Financial Planning
  Gainesville, FL
• 09/2003 → Present
  J.W. Cole Financial, Inc.
  Lutz, FL
• 01/2009 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2001-08-20 → 2002-09-13
  1St Global Advisors Inc
  Ocala, FL

Other Businesses

(1) DBA: CORNERSTONE FINANCIAL GROUP AS OF 3/2006(FORMERLY: CONSOLIDATED FINANCIAL PLANNING 7/1999 TO 2006) /INVESTMENT RELATED / OWNER/PRESIDENT/ DOING BUSINESS AS (DBA) COMPANY/MARKETING NAME/ CORPORATION (2) H. DARRELL TIMBERLAKE/ FIXED INSURANCE/ INSURANCE BROKER OR AGENT/ INVESTMENT RELATED/ 20-40 HOURS PER MONTH. (3) TIMBERLAKE PRESERVES LLC/ NON-INVESTMENT RELATED/ TOURS/ TOUR GUIDANCE/ 0 HOURS DURING TRADING. (4) A) BULL & BEAR INVESTMENTS B) NOT INVESTMENT RELATED C) 5200 W NEWBERRY RD STE C GAINESVILLE, FL 32607 D) 8/19/2008 E) PRESIDENT F) LESS THAN 1 HOURS PER MONTH G) LESS THAN 1 HOUR PER MONTH DURING TRADING HOURS H) OFFICE PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2001-07-18
• S63 Uniform Securities Agent State Law Examination
  1994-10-10

Other Names

• Darrell Timberlake