Best Investors Account Sign in
Inactive

Lydia Newby

Timothy Financial Counsel, Inc.

Wheaton, IL

CRD 6807620

Claim This Profile
Employer firm

Timothy Financial Counsel, Inc. CRD 123037

1,007 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Timothy Financial Counsel, Inc.

104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-06-22
  • IL RA
    APPROVED
    Since 2017-06-22

Branch Locations

104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Timothy Financial Counsel, Inc. Wheaton IL 05/2017 Present
Marsh Usa Inc. Chicago IL 01/2012 04/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-22
  • S65 Uniform Investment Adviser Law Examination
    2017-06-22
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Wheaton, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor