Advisor at GreenLeaf Financial Network, LLC
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Firm
GreenLeaf Financial Network, LLC
Location
Mt. Laurel, NJ 08054
Credentials
Series 63, Series 65
Industry experience
35 years
Timothy Feeney is a financial advisor with GreenLeaf Financial Network, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Lane and Associates, LLC. Feeney is also a licensed insurance agent and may recommend insurance or annuity products to clients. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities through a network of independent advisors. The firm offers customized investment strategies and employs a range of analytical methods and investment approaches, including allocations to third-party managers.
Based on GreenLeaf Financial Network, LLC
Based on GreenLeaf Financial Network, LLC
Financial planning fixed fees negotiated up to $5,000.
up to 2.20% annually
Some IARs are registered representatives and may receive commissions for securities or insurance products sold separately from advisory services.
Financial planning hourly fees negotiated up to $250 per hour.
Fee-only: Portfolio management fees are charged on a fee-only basis, negotiated case-by-case, up to a maximum of 2.20% annually.
101 Chestnut Ave
Mt. Laurel, NJ 08054
New Jersey · Pennsylvania · Virginia
GreenLeaf Financial Network, LLC
2017 - Present (9 years)
Purshe kaplan Sterling Investments
2013 - 2020 (7 years)
Lane and Associates, LLC
2003 - 2017 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Bensalem, PA
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CFP®, CFA®, Series 65
Moorestown, NJ
Arrington Financial Advisors, LLC
CFP®, ChFC®
Haddonfield, NJ
Financial Compass LLC
Series 63, Series 65
Marlton, NJ
De Cesare Retirement Specialists
Series 63
Abington, PA
Financial Spectrum Inc.
Series 63, Series 65
Huntingdon Valley, PA
Time Investments, LLC
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