GeorgeTimson- Financial Advisor Springfield, MO

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About George Timson

SignalPoint is an advisory firm founded in 2008. We know finances and the families who entrust us with their resources.

After decades of experience in some of the world's largest investment firms, we believed there was a better way forward for our clients. We came together to form SignalPoint Asset Management, with the goal of building a different experience for clients and colleagues.

We peeled back the layers of bureaucracy. We freed ourselves from limitations on the investment products and services available to our clients. We take a straighforward approach to managing finances.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

10-19

CRD#

7195166

Firm CRD#

147578

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

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

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

Firm's Number of Clients

Assets Managed by Firm

$500,000,000

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
https://www.paladinregistry.com/disclosure/1890876/paladinregistry-SignalPoint-Asset-Management-detailed-disclosure.html

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Paladin Research Report For:

George Timson

SignalPoint Asset Management