Tim attended Westmont College, graduating in 1971 with a Bachelor of Arts degree. He later graduated from Western Kentucky University in 1972 with a M.A. He has also successfully passed his Series 1, Series 4, Series 5, Series 12, Series 24, Series 53, Series 63, and Series 65 examinations. In addition, Tim holds a CA Life Insurance and CA Variable Insurance licenses.
Tim served in various capacities in the Investment Advisory business, including the following:
Name of Employer
Period of Employment
MKT Advisors LLC
Managing Partner & Investment Adviser Representative
05/2012 to Present
Morgan Stanley Smith Barney
06/2009 – 03/2012
04/2009 – 06/2009
Merrill Lynch, Pierce, Fenner & Smith, Inc.