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Brian Curtis Timm

Global Financial Private Client

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About Brian Curtis Timm

Brian Curtis Timm is a financial advisor with Global Financial Private Client. Brian Timm is a Certified Financial Planner and has been in the financial services industry for over 10 years. Brian Timm's primary practice areas include financial planning, pension consulting, and selection of other advisors. Brian Timm is also a manager at BCT Consulting Services, LLC.

Firm Information

Brian Timm is currently registered with Global Financial Private Client. Global Financial Private Client is an investment advisor based in Sarasota, Florida with $515,669,023 in regulatory assets under management. The firm provides portfolio management for individuals, businesses and investment companies, financial planning, pension consulting, and selection of other advisors. They specialize in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Global Financial Private Client

6000 CATTLERIDGE DRIVE

SARASOTA, FL 34232

$515.67M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Timm’s Registration & Firm History

FL

06/12/2020 - Present

Global Financial Private Client (SARASOTA FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Curtis Timm.
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