Timothy O'Halloran has been President of Blue Point Financial since November 2018, is a control person of the firm and directly owns between 25% and 50% of it. Timothy O'Halloran holds a Bachelor of Science in Business Administration from the University of Southern Maine.
Blue Point Financial, Inc. is a Scarborough, ME firm with $153M under management, 187 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Timothy A. O’Halloran began his career in early 1992 at the Maine Agency of National Life Insurance Company in Portland, Maine, helping individuals, families and small business owners plan for financial independence. Several years later he formed Blue Point Financial to develop strategic processes for financial decision making and to expand his staff and available resources.
Timothy O'Halloran’s longest registration was 16 years at Esi Financial Advisors (2002–2019). Before joining Blue Point Financial in 2019, Timothy O'Halloran was registered through Esi Financial Advisors.
- Blue Point Financial, Inc.Current– present · 7 yearsScarborough, ME · Adviser representative · Firm CRD 299688
- Esi Financial Advisors– · 16 yearsScarborough, ME · Adviser representative · Firm CRD 265
Professional designations
Listed by Blue Point Financial
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Timothy O'Halloran is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2019; the most recent is Florida, in April 2022.
- FloridaSince 12 April 2022
- MaineSince 4 June 2019
- TexasResidentSince 22 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 28 March 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 February 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 November 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Timothy Arthur O'Halloran
- CRD
- 2268191
- Firm
- Blue Point Financial · CRD 299688
- Role
- President
- Office
- 243 US-1, Scarborough, ME 04074
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bpfncl.com
Where does Timothy O'Halloran work?
Timothy O'Halloran has been President of Blue Point Financial, Inc. since November 2018, and is a control person of the firm.
Is Timothy O'Halloran a financial advisor?
Yes. Timothy O'Halloran has a current investment-adviser registration in Florida, Maine and Texas, through Blue Point Financial since June 2019.
How many years of experience does Timothy O'Halloran have?
Timothy O'Halloran has 33 years in the financial industry, since November 1992, across 2 adviser firms.
What exams has Timothy O'Halloran passed?
Timothy O'Halloran has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in November 1992. FINRA credited Timothy O'Halloran with the SIE, which began in October 2018.
Where is Timothy O'Halloran based?
Timothy O'Halloran’s registered office is in Scarborough, ME.
Is Timothy O'Halloran registered with FINRA?
Yes. Timothy O'Halloran has a current broker registration, under CRD 2268191.
Source: FINRA BrokerCheck
Is Timothy O'Halloran a CFP?
Blue Point Financial lists Timothy O'Halloran with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Timothy O'Halloran’s record?
Search CRD 2268191 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy O'Halloran’s full registration record.
