Timothy Lay Email & Phone Number
Trusted Principal Advisor @ TPA Financial
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Timothy Lay Location
- Sisters, OR, US
Timothy Lay Work
- Trusted Principal Advisor @ (July 2015 - Present)
- Investment Advisor Representative and Registered Representative @ (July 2015 - Present)
- Investment Advisor Representative and Registered Representative @ (January 2012 - June 2015)
- Senior Marketing Director @ (January 2000 - June 2015)
- Financial Advisor @ Investment Advisors International (August 2009 - December 2011)
- Area Sales Manager @ (January 2008 - December 2008)
- Regional Sales Director @ (December 2003 - September 2007)
- Director of Operations at Integrated Partners @ (January 2001 - April 2003)
- Legal Specialist @ (July 1989 - June 1997)
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 6 mobile phone numbers on RocketReach.
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Timothy Lay
Trusted Principal Advisor
Sisters, OR, US
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Timothy Lay
Trusted Principal Advisor
Sisters, OR, US
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