Timothy James McNeely
Investment Adviser Representative at Farther
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy James Mcneely is an investment adviser representative with Farther in Bakersfield, CA, where they have been registered since 2024. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Strategy Asset Managers L.L.C. and Dynamic Wealth Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond JamesMay 2009 – Mar 2019Northridge, CA
- Dynamic WealthMar 2019 – Mar 2024Phoenix, AZ
- Strategy Asset ManagersMar 2024 – Oct 2024Pasadena, CA
- Farther Finance AdvisorsOct 2024 – no end date reportedBakersfield, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Farther
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 308
- Offices listed on AdvisorFinder:
- 7
- Main office:
- San Francisco, CA
- SEC file number:
- 801-116721
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
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Showing 12 of 308 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy James McNeely has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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