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VERIFIEDGeorge Timson
SignalPoint powered by Farther
3150 S National Ave
Springfield, MO 65807
417-281-0644
About SignalPoint powered by Farther
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future and beyond. We combine experienced, conflict-free advisors and powerful technology to deliver wealth management that evolves with you.
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General Information
Firm Start Year
CRD#
7195166
Firm CRD#
302050
States Licensed in
MO
Years of Experience in Financial Services
5
Number of Years with Current Firm
2
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
Services
Investment Types
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Video Conference
Compliance
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
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
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of Advisor. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890876/retirementplanning-SignalPoint-powered-by-Farther-detailed-disclosure.html