Timothy
Mcneely
Strategy Asset Managers L.L.C
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About this Advisor
Timothy Mcneely is a financial advisor based in Bakersfield, California, working with Strategy Asset Managers L.L.C. Timothy has previously held positions at Strategy Asset Managers L.L.C, Dynamic Wealth Advisors Dba Lifestone Family Office, Raymond James Financial Services, Inc, and Raymond James Financial Services Advisors, Inc. Timothy has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Timothy is part of Strategy Asset Managers L.L.C, which operates out of Bakersfield, California. The firm has 2 offices and 12 employees. The firm manages assets totaling $631.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Strategy Asset Managers L.L.C includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategy Asset Managers L.L.C Brokerage Details
$631,046,871
12
975
$647,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Timothy Mcneely Work History
Strategy Asset Managers L.L.C
Dynamic Wealth Advisors Dba Lifestone Family Office
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Disclosures
Please visit the SEC profile of Timothy Mcneely to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategy Asset Managers L.L.C
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Bakersfield, CA
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