GeorgeTimson- Financial Advisor Springfield, MO

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About George Timson

George Timson grew up surrounded by financial advising, learning the values of trust, personalized service, and long-term planning from his father, who is also a financial advisor. This early exposure sparked his passion for helping others achieve financial security and set him on the path to his own career in the industry.

After beginning his career at one of the nations fastest-growing financial planning firms, George returned to his hometown of Springfield, Missouri, with a mission to establish his own practice and serve the local community. Drawing on a deep understanding of financial markets and strategies, he blends traditional expertise with innovative technology to create tailored, effective financial solutions. His forward-thinking approach enables him to navigate the ever-evolving financial landscape and provide personalized guidance for each clients unique goals.

When he is not working, George enjoys spending quality time with his family, playing guitar, and exploring the Ozarks with his dog. Whether hiking local trails or strumming a few chords, he finds balance by combining his analytical career with his creative passions.

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General Information

CRD#

7195166

Firm CRD#

302050

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

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

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

5,000,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Based on Assets

Education

Bachelor of Business Administration - Finance

TCU - Texas Christian University
2015 -2019

Disclosures

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Additional Detailed Disclosures
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George Timson

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