user avatar

Timothy L Hall

Advisor at Commonwealth Financial Network — Olean, NY Nys Rte 417

Updated today

Credentials

Series 66

Experience

8 years

Location

Olean, NY 14760

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,719

Across 1,190 offices

Clients per advisor

131 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Timothy Hall is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones and Southern Tier Electric Supply. Hall is a co-owner of Cedarwood Financial Partners, LLC, where he dedicates full-time effort, and he is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary portfolio management, a variety of investment solutions, and technology and compliance services to affiliated advisors.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Olean, NY Nys Rte 417

3037 Nys Rte 417

Olean NY 14760

Advisors at this office

1

Most active in

New York

Work history

8 years of industry experience

Cedarwood Financial Partners

2022 - Present • 4 years

Olean, NY

Commonwealth Financial Network

2022 - Present • 4 years

Waltham, MA

Edward Jones

2018 - 2022 • 4 years

St Louis, MO

Southern Tier Electric Supply

2015 - 2017 • 2 years

Olean, NY

Disclosures

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

Business activities & affiliations

user avatar

Jon O

Series 63, Series 65

Olean, NY

AFL Advisory Group LLC

Jon Orcutt is a financial advisor at AFL Advisory Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AFL Advisory Group since 2013. Outside of advising, he writes a subscription-based investment newsletter through his company, Allocation for Life, which he started in 2011. AFL Advisory Group LLC is an independent firm managing approximately $25.1 million for around 73 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory, employing long-term trading alongside tactical and strategic allocation.

Wealth management Real estate investing
user avatar

Dana C

CFP®, Series 63

Olean, NY

Lincoln Park Capital LLC

Dana Cornell is a CFP® with 17 years of industry experience and is currently the sole advisor at Lincoln Park Capital LLC. Prior to this, Dana worked at Morgan Stanley for 12 years and has held roles at several other firms including Uniting Wealth Partners, LLC and BV Securities. Dana is also involved with Cornell Capital Holdings LLC, an affiliated entity. Lincoln Park Capital LLC is an SEC-registered investment adviser that provides discretionary portfolio management to private wealth clients, qualified retirement plans, companies, and institutional clients. The firm employs a tactical asset allocation strategy with model portfolios tailored to client goals and risk tolerance, incorporating a mix of charting, fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies
user avatar

Kyle K

CFP®, Series 63, Series 66

Olean, NY

Lincoln Park Capital LLC

Kyle Kirk is a CFP® with five years of industry experience and is the principal advisor at Lincoln Park Capital LLC. His prior experience includes roles at Ameriprise Financial Services, LPL Financial, and Northwest Bank. Kirk serves on the boards of the McKean County Community Foundation, Beacon Light Adult Residential Services, and the Bradford Area School District Athletic Committee, and manages the Peyton Kirk Memorial Scholarship housed at the McKean County Community Foundation. Lincoln Park Capital LLC is an SEC-registered investment adviser that provides discretionary portfolio management to private wealth clients, qualified retirement plans, companies, and other institutional clients. The firm employs a tactical asset allocation approach with model portfolios tailored to client goals and risk tolerance, using various analytical methods and active portfolio monitoring.

Active portfolio management Options & derivatives strategies
user avatar

Dylan V

Series 66

Olean, NY

Commonwealth Financial Network

Dylan Vincent is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and Cedarwood Financial Partners. Outside of his advisory role, Dylan serves as a baseball coach at Olean High School. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and discretionary model portfolios. The firm offers operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Aaron V

Series 66

Olean, NY

Commonwealth Financial Network

Aaron Vincent is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has previous work experience in educational institutions and a country club. Aaron is also involved with Jamestown Community College. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing about $212.7 billion in client assets through a comprehensive platform that includes managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Troy V

Series 63, Series 66

Olean, NY

Commonwealth Financial Network

Troy Vincent is a financial advisor with Commonwealth Financial Network and Cedarwood Financial Partners, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years. Vincent is also co-owner of Cedarwood Financial Partners, LLC. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)