49 Financial
Tim R. is an experienced finance professional with a strong background in financial services and management. Currently serving as Market Vice President and Managing Partner at 49 Financial since October 2019, Tim R. previously worked at 49 Financial at AXA Advisors as a Financial Professional from 2017 to 2019. Earlier roles include various positions in financial planning and management at JCPenney between 2016 and 2018. Additionally, Tim R. was a Resident Assistant at the University of Arkansas from 2014 to 2016 and served as Treasurer for Beta Upsilon Chi during 2014-2015. Tim R. holds a Bachelor of Business Administration degree in Finance with a minor in Investments and Supply Chain Management from the University of Arkansas.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.