Timothy
Doyle

Destiny Capital Corporation

CRD#5573177
Investment Advisor
in Denver, CO

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About this Advisor

Timothy Doyle is a certified financial planner working in Denver, Colorado with 3 years of relevant experience. Doyle is an employee of Destiny Capital Corporation. Throughout their career, Doyle has worked at Crestone Securities LLC, Destiny Capital Corporation and Destiny Capital Securities Corporation. Doyle has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado and New Jersey. Destiny Capital Corporation is a financial advisory business that has its headquarters in Denver, CO. The firm has a total of 13 employees. It controls $254 million in total assets between its 668 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 668 client accounts, 34% are held by high-net-worth clients who have at least $1 million in assets available to invest. Destiny Capital Corporation provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial management fee schedules usually are based on which services the firm provides the client. Fee types billed by Destiny Capital Corporation most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1040 S. Gaylord St. #4
Denver, CO 80209

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Destiny Capital Corporation Brokerage Details

Total Assets Under Management

$253,667,808

CO Average: $2,349,664,866
Total Number of Employees

13

CO Average: 28
Total Number of Accounts

668

CO Average: 1,101
Average Account Size

$379,742

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Timothy Doyle Work History

Timothy has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Destiny Capital Corporation

2014 - 2019 (5 years)

Destiny Capital Corporation

2014 - 2021 (7 years)

Destiny Capital Securities Corporation

2011 - 2013 (2 years)

Crestone Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Doyle 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 Destiny Capital Corporation

Curtis Burch
College Station, TX
Adam Warren
College Station, TX
Alison Yoder
Denver, CO
Tedi Hughes
Lake Ozark, MO
Jarrod Musick
Denver, CO
Timothy Doyle
Denver, CO
Tiffany Charles
Denver, CO
Megan Pecherek
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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