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Paladin Research Report For:

Tim Eckel

Eckel Financial Network, LLC

ChFC®
105 Pilgrim Village Drive, Ste 500
Cumming, GA 30040
770-205-7405

About Tim Eckel

Tim's vast business experience includes 18 years of industrial sales and marketing positions with two Fortune 500 companies, and 30 years as a self-employed Financial Services Representative. He began his financial services career with New York Life in Atlanta. Ten years later he founded his own practice. Tim is a Chartered Financial Consultant (ChFC), a Registered Representative, an Investment Advisor Representative, a Licensed Insurance Agent, and has completed the two-year Financial Planner Program at Oglethorpe University. Tim is the owner of the Eckel Financial Network, and Rural Electric Planning Group, both located in Cumming, Georgia. The firms' primary focus is on retirement planning - managed growth and predictable income generating strategies. Income distribution planning, investment selection, Social Security maximization, healthcare planning, tax planning, and risk management are prime considerations in plan design.

Professionally, Tim conducts educational programs on the use of financial products and services for retirement. Social security, healthcare, and tax-advantaged cash accumulation and income distribution are amongst the subjects. In his leisure, Tim enjoys golf, travel, and spending time with his family. Tim resides in Cumming, GA. He has two adult children, Blake and Brittney, who are married and live in the Atlanta area. And, he has three grandchildren. His son, Blake, joined his practice ten years ago.

See Disclosures

General Information

Firm Start Year
  • 2000
No. of Employees
  • 2-4
CRD#
  • 2366817
Firm CRD#
  • 141238
Insurance License#
  • 432256
Name of Broker/Dealer
  • Dempsey Lord Smith, LLC
Name of Custodial Firm
  • NFS, Schwab, Fidelity
States Licensed in
  • GA, OH, MS
Years of Experience in Financial Services
  • 32
Number of Years with Current Firm
  • 25
Work Experience
  • Following his honorable discharge from the U.S. Army, he entered the building material distribution business with Owen-Corning Fiberglas. He held sales, marketing, and distribution and product management positions. In 1992 he began his career in financial services as an agent with New York Life, in Atlanta, GA. Individual Life insurance, small business insurance needs, 401k retirement plans, and estate planning were emphasis areas. Continued learning and development were and remain high priorities. In 2000 Tim and his partner formed the Bales and Eckel Financial Group, which transitioned to the Eckel Financial Network.
Work with the following types of clients
  • Individual Investors, Businesses, Non-Profit Organizations
Foreign Languages Serviced
  • English
Advisory Services Provided
  • Risk Management, Money Management, Wealth Management, 401K Rollovers, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, Financial Planning for Individuals, Retirement Planning

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • ChFC®
Securities Licenses
  • Series 65, Series 63, Series 6
Insurance and Annuity Licenses
  • Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Assets Managed by Advisor
  • Several Million

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Commissions, Hourly, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892719/paladinregistry-Eckel-Financial-Network,-LLC-detailed-disclosure.html

Disclaimer

Securities offered through Dempsey Lork Smith, LLC Member FINRA/SIPC Advisory services offered through Dempsey Lord Smith, LLC.