TimEckel- Financial Advisor Cumming, GA

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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

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

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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.

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Paladin Research Report For:

Tim Eckel

Eckel Financial Network, LLC