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Did You Lose Money Because of Timothy Kelley?

Filed: January 29, 2024

Timothy Kelley has been the subject of one (1) customer complaint. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Timothy Baine Kelley.

Who Is Timothy Baine Kelley of Raymond James & Associates, Inc.?

  • Advisor Name: Timothy Baine Kelley
  • Aliases: Timothy Kelley
  • CRD: 2024738
  • Location: Winter Park, Florida
  • Current Employer: Raymond James & Associates, Inc.
  • Previous Firms: Morgan Keegan & Company, Inc. and Colonial Asset Management Inc.
  • Number of Known Customer Complaints: 1
  • Can Timothy Kelley Be Sued: Yes, in Private Arbitration
  • Can Timothy Kelley’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $30,486
  • Highest Settlement: Unknown

If you have suffered investment losses by Timothy Kelley, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Timothy Kelley For Broker Misconduct

As of this publication date, Timothy Kelley has been the subject of 1 customer dispute. Let’s review it below.

In May 2019, a complaint was filed against or in reference to Timothy Kelley by a customer of Suntrust Investment Services, Inc. alleging that the annuitant did not understand that upon attainment of age 90 later this year, the contracts will mature and will pay the then current balance instead of the death benefit, a disputed amount of $30,486. Per the customers, they lost over $30,486 because of Mr. Kelley’s actions.

How To File A Claim Against Timothy Kelley of Raymond James & Associates, Inc. (previously with Morgan Keegan & Company, Inc. and Colonial Asset Management Inc.) To Get Your Money Back

If you have questions about Timothy Kelley, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Colonial Asset Management Inc., or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.

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Chetan Patil

Chetan Patil is the founder and Managing Partner of the Patil Law. He brings over 15 years of extensive experience in diverse complex disputes and transactions, across the country. Mr. Patil specializes in litigations, trials, arbitrations, and appeals of complex securities, FINRA, financial and business disputes, with an emphasis in securities, financial services, and financial regulatory law.
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