Tim Conway ChFC, CFS, CRPC
Wealth Consultant
Tim has been helping individuals and businesses for over 12 years. He started his career in banking and soon transitioned to independent planning. Through his career he has helped hundreds of people reach their goals with diligent planning and listening to the needs of clients. When not working with clients he enjoys spending time with his wife and three daughters and maybe catching a baseball game.
Licenses and Certifications include:
- CHARTERED FINANCIAL CONSULTANT
- CERTIFIED FUND SPECIALIST
- CHARTERED RETIREMENT PLANNING CONSULTANT
- FINRA Series 7 General Securities Representative*
- FINRA Series 6 Investment Company Products/Variable Contracts Representative Examination*
- FINRA Series 63 Uniform Securities Agent State Law Examination*
- FINRA Series 66 Uniform Combined State Law*
- SIE – Securities Industry Essentials Examination
- Health, Life Accident & Sickness, Variable Life, Variable Annuity Licenses
*All series licenses held through LPL Financial.
