Timothy Lay Email & Phone Number
Trusted Principal Advisor @ TPA Financial
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Timothy Lay Location
- Sisters, OR, US
Timothy Lay Work
- 2015 - now Trusted Principal Advisor @
- 2015 - now Investment Advisor Representative and Registered Representative @
- 2012 - 2015 Investment Advisor Representative and Registered Representative @
- 2000 - 2015 Senior Marketing Director @
- 2009 - 2011 Financial Advisor @ Investment Advisors International
- 2008 - 2008 Area Sales Manager @
- 2003 - 2007 Regional Sales Director @
- 2001 - 2003 Director of Operations at Integrated Partners @ Allmerica Financial Corporation
- 1989 - 1997 Legal Specialist @
Timothy Lay Education
- Kaplan University
(Business Law, Accounting)
2010 - 2010 - Portland State University 1996 - 1997
- Northwest Nazarene University
(General Studies)
1989 - 1990 - Milwaukie High School 1984 - 1988
Timothy Lay Skills
- Series 24
- Series 7
- Series 66
- Wealth Management
- 401k
- IRA's
- Financial Planning
- Retirement Planning
- Asset Management
- Investments
- Portfolio Management
- Financial Advisory
- Public Speaking
- Insurance Planning
- Wealth Accumulation
- Wealth Transfer
- Wealth
- Retirement Income Strategies
- Investment Advisory
- Estate Planning
- Business Planning
- Strategic Planning
- Small Business
- Insurance
- Annuities
- Long Term Care
- Disability Insurance
- Retirement
- Securities
- Compliance
- Mutual Funds
- Series 6
- Annuity
- Risk Management
- Term Life Insurance
- Pensions
- Sales Management
- New Business Development
- Employee Benefits
- Mentoring
- Marketing Strategy
- Financial Markets
- Roth IRA
- Investment Strategies
- Series 63
- Long-term Care
- Personal Finance
- Strategic Financial Planning
- IRAs
- Financial Planners
- Accounting
- Finance
- Financial Services
- Microsoft Excel
- Management
Timothy Lay Summary
- Timothy Lay, based in Sisters, OR, US, is currently a Trusted Principal Advisor at TPA Financial. Timothy Lay brings experience from previous roles at Founders Financial, Inc., Transamerica Financial Advisors, Inc., World Financial Group (WFG) and Investment Advisors International. Timothy Lay holds a 2010 - 2010 Kaplan University. With a robust skill set that includes Series 24, Series 7, Series 66, Wealth Management, 401k and more. Timothy Lay has 3 emails and 5 mobile phone numbers on RocketReach.
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