Financial Planner, Investment Advisor Representative
CA Insurance License # 4293077
Tim joined Barnum Financial Group in 2018 as a Financial Planner. He is passionate about financial planning and enjoys building relationships with his clients.
As a Financial Planner, Tim has received extensive training in a broad range of topics, including retirement planning, investment strategy, advanced wealth transfer, tax optimization, and risk mitigation. Tim along with his team performs extensive reviews of client investment portfolios and develops customized solutions to align their portfolios with their financial plans. Additionally, Tim analyzes clients’ insurance needs, reviews existing policies, and assures they have the right coverages in place.
Tim holds the Certified Financial Planner® and Retirement Income Certified Professional® designations, administered by The American College of Financial Services. He also maintains Series 7, 65, 63, and 6 securities licenses as well as Life and Health Insurance Licenses.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI.
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Office: (401) 243-8832
Fax: (401) 691-6969
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC . 6 Corporate Drive, Shelton, CT 06484. (203) 513-6000. CRN202612-5577758
*Special needs planning offered only by Benjamin Howarth
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