DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Tim Eckel
Eckel Financial Network, LLC
105 Pilgrim Village Drive, Ste 500
Cumming, GA 30040
770-205-7405
About Eckel Financial Network, LLC
Building financial strength in today's environment involves more than chasing high earnings. It takes an integrated strategy that includes distribution planning, investment selection, tax planning, and risk management.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, and services. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial strategy utilizing the following products and services:
Protection for the "what ifs" of life
Tax management
Investment management
Retirement strategies
Insurance and annuity products
Professional money management
Social Security maximization
Healthcare preparedness
Estate conservation and Wealth Transfer products to help you reach your goals.
See Disclosures
General Information
Firm Start Year
2000
No. of Employees
2-4
CRD#
2366817
Firm CRD#
141238
Insurance License#
432256
Name of Broker/Dealer
Dempsey Lord Smith, LLC
Name of Custodial Firm
NFS, Schwab, Fidelity
States Licensed in
GA, OH, MS
Years of Experience in Financial Services
32
Number of Years with Current Firm
25
Work Experience
Following his honorable discharge from the U.S. Army, he entered the building material distribution business with Owen-Corning Fiberglas. He held sales, marketing, and distribution and product management positions. In 1992 he began his career in financial services as an agent with New York Life, in Atlanta, GA. Individual Life insurance, small business insurance needs, 401k retirement plans, and estate planning were emphasis areas. Continued learning and development were and remain high priorities. In 2000 Tim and his partner formed the Bales and Eckel Financial Group, which transitioned to the Eckel Financial Network.
Work with the following types of clients
Individual Investors, Businesses, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Risk Management, Money Management, Wealth Management, 401K Rollovers, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, Financial Planning for Individuals, Retirement Planning
Services
Investment Types
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Your Office, Your Home, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
ChFC®
Securities Licenses
Series 65, Series 63, Series 6
Insurance and Annuity Licenses
Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Firm Information
Assets Managed by Advisor
Several Million
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Commissions, Hourly, Based on Assets
Disclosures
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892719/financialadvisor-Eckel-Financial-Network,-LLC-detailed-disclosure.html
Disclaimer
Securities offered through Dempsey Lork Smith, LLC Member FINRA/SIPC Advisory services offered through Dempsey Lord Smith, LLC.