Tim Mebane - Founder & President of Mebane Financial Services, LLC

As the LPL Registered Principal, Financial Consultant, Founder, and President of Mebane Financial Services, LLC, my primary responsibilities involve consulting with my clients on their investment and insurance planning needs, as well as supervising our entire branch office, which includes a dedicated team of advisors and support staff.

I've been in the financial services industry since January 1993. I earned a B.S. in Political Science from Vanderbilt University in May 1986, and after being commissioned in the U.S. Army Reserves as a Second Lieutenant, I attended and graduated from the U.S. Army Adjutant General Officer Basic Course in September 1986. I also earned a Master of Divinity from Southwestern Baptist Theological Seminary, which I received in July 1992.

I started my career at Waddell & Reed, Inc., where I was hired as a Registered Representative in January 1993. During my decade-long tenure there, I ascended to the roles of District Manager and Senior Financial Advisor.  As a financial advisor, I was twice honored with the National Honor Award, six times with the Crest Award, and four times I was named to the prestigious President's Council. In 2002, the District I built was named the top in the company, and I received National Recognition from Waddell & Reed four times for my efforts in this capacity. Among my most significant achievements at Waddell & Reed, I had the honor of being named President of the President's Council, ranking as the number two advisor in the United States with the company.

I resigned from Waddell & Reed, Inc. to operate as an independent financial consultant with LPL Financial on 10/27/2003 to be able to offer significantly more investment and insurance choices to my clients.  Ultimately, Waddell & Reed, Inc. even came to agree with the independent advisor approach to offering more choices to clients as they allowed LPL Financial to buy them and some 95% of remaining Waddell & Reed Advisors voluntarily joined LPL Financial. Since joining LPL Financial, I have without fail been named to the Club Level of performers and have several times been named to the Master’s Club level.  I am most grateful and proud of the team we have assembled and kept at Mebane Financial Services, LLC and recommend reading the bios of all my team.

In my personal life, I practice what I preach financially. I live below my means and invest regularly according to my risk tolerance and objectives. I believe that anyone can take steps towards their goals with determination, time, and consistency. My wife, San, and I work as a team in both our personal and professional lives. San serves as the Director of Operations and Registered Assistant of my practice. She's a full-ride Presidential Scholar from Truman State University and graduated Summa Cum Laude with a BA and BS. She also graduated with top honors from The University of Texas at Arlington with an MBA in Finance. Both San and I hold the Series 24, 7, 6, 65, and 63 Securities Registrations through LPL Financial and the General Lines Insurance License.

I'm an Honorably Discharged Captain in the U.S. Army Reserves, and as a veteran, I've served and given back to my country. I would be honored to continue my legacy of service with new clients who are serious and consistent in their investing and who value having a dedicated, experienced professional like myself head up our financial services team.

I am motivated by my faith in Jesus as His follower to help people.  My greatest joy is spending time together with my family, my wife, San, and our kids. We enjoy being in nature, walking, swimming, and going to movies. I enjoy learning about history and learning the lessons that come with knowing about the past. I am involved in church and many ministries which help people in need.