| Advisor Profile |
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| Name: |
Mark Timmick |
| Phone Number: |
(410) 505-4743 |
| Website: |
Visit Website
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Business Description |
I am a full-service, independent advisor providing services to:
- Individuals & Families
- Professionals & Businesses
SERVICES OFFERED INCLUDE:
* Comprehensive Financial Planning
* Retirement Planning
* Tax-Advantaged Investing
* Insurance Planning
* Estate Planning
* College Funding Programs
* Charitable Gifting Strategies
* Long-Term Care Planning
* Special Needs Care Planning
* Non-Qualified Deferred Compensation Programs
* Pension & Profit Sharing Plans
* Disability Income Protection
* Key-Person Loss Indemnification
* Private Pension Plans
* Buy & Sell Funding Plans
* Executive Salary Continuation Programs |
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General Information |
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| Insurance License#: |
RPI 99989085
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| Name of Broker/Dealer: |
BCG Securities, Inc.
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| States Licensed in: |
MD, VA, DC, FL, SC, MA, MN
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| States Willing to do Business in: |
MD, VA, DC, PA, DE, NC, SC, GA, FL, MA, MN, NJ
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
3
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| Work Experience: |
US Army - Military Police Officer
15 Yrs Financial Services IT
4 Yrs Private Equity Fund Management
5 Yrs Investment Advisor Representative
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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Education |
| Academic Background |
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| BS, Information Systems Management - University of Maryland |
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Services |
| Investment Types: |
Mutual Funds, Insurance, Annuities
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Qualifications & Memberships |
| Securities Licenses: |
Series 63, Series 65, Series 6
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Variable Annuity, Annuity
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
Society for Financial Awareness, Howard County MD Chapter President
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Commissions
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| Additional Details on Charges: |
At American Prosperity Group we never charge a fee for our time, nor do we require you to commit to any ongoing fee-based, wrap account or managed-money fee arrangement. Instead, we provide unlimited, free consultations where we get to know our clients and their unique circumstances, share ideas and information, then develop customized plans and programs leading to the choice, creation and implementation of financial plans and programs that best benefit our clientele and their families. Only when our clients are firmly in agreement that the recommendations made do in fact represent an improvement over what they currently have in place will those plans be implemented.
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| Prepared By: |
Mark Timmick |
Frequently Asked Questions |
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