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Timothy Barnum

Advisor at Dickinson Barnum Investment Management, LLC

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Dickinson Barnum Investment Management, LLC logo

Firm

Dickinson Barnum Investment Management, LLC

Location

Paragould, AR 72450

Credentials

Series 63, Series 66

Industry experience

24 years

About

Timothy Barnum is a financial advisor with Dickinson Barnum Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including 15 years at Purshe Kaplan Sterling Investments and Dickinson Barnum Investment Management. Outside of his advisory role, he is a board member of the Kiwanis Club of Paragould, Arkansas, and is involved in a speculative homebuilding business. Dickinson Barnum Investment Management, LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high-net-worth clients, personal trusts, and estates. The firm manages approximately $60 million and employs a value-biased investment approach with customized portfolios that include equities, fixed income, mutual funds, and ETFs.

Client services

Based on Dickinson Barnum Investment Management, LLC

Financial planning Portfolio management

Expertise

Based on Dickinson Barnum Investment Management, LLC

Wealth management

Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001+: 1.00%

Other

Fee-only: Fee-only advisor, compensated solely by clients based on assets under management.

Location

1024 West Court St, Suite A

Paragould, AR 72450

Most active in

Arkansas · Missouri

Work history

Purshe kaplan Sterling Investments

2011 - Present (15 years)

Dickinson Barnum Investment Management

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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