Timothy Stallings has been an investment adviser representative at Golden Reserve Retirement since May 2023, and is not listed among the firm’s executive officers or direct owners. Timothy Stallings holds a J.D. from Case Western University School of Law. Timothy Stallings studied University of Virginia at Charlottesville.
Golden Reserve Retirement, LLC is a Dublin, OH firm with $544M under management, 2,008 clients and 22 advisers across 46 offices, as of its March 2026 filing.
Tim Stallings is a Partner of Golden Reserve. He cofounded the elder care and estate planning law firm AlerStallings and practiced as an attorney specializing in long-term care. He advises Golden Reserve retirement planning clients on protecting assets against rising nursing home costs.
- – present · 3 yearsIndependence, OH · Adviser representative · Firm CRD 283588
Professional designations
Listed by Golden Reserve Retirement
- Certified Elder Law Attorney (CELA)
Investment adviser representative registrations
Timothy Stallings is registered as an investment adviser representative in Ohio, since May 2023.
- OhioSince 18 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 March 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Holland Stallings
- CRD
- 3076630
- Firm
- Golden Reserve Retirement · CRD 283588
- Office
- 6133 Rockside Road, Suite 303, Independence, OH 44109
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- goldenreserve.com
Where does Timothy Stallings work?
Timothy Stallings is an investment adviser representative registered through Golden Reserve Retirement, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Stallings a financial advisor?
Yes. Timothy Stallings has a current investment-adviser registration in Ohio, through Golden Reserve Retirement since May 2023.
How many years of experience does Timothy Stallings have?
Timothy Stallings has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Timothy Stallings passed?
Timothy Stallings passed the Series 65 in March 2023.
Where is Timothy Stallings based?
Timothy Stallings’ registered office is in Independence, OH.
Is Timothy Stallings registered with FINRA?
No. Timothy Stallings has no current broker registration.
How can I verify Timothy Stallings’ record?
Search CRD 3076630 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Stallings’ full registration record.
Anna ChristineChief Compliance Officer- Gregory AlerSilent Owner
- Justin SpringSilent Partner