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George Carpenter Timson

Farther

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About George Carpenter Timson

George Carpenter Timson is an investment advisor representative at Farther. George is a licensed investment advisor representative in Missouri and a resident investment advisor representative in Texas. George has been in the securities industry since 2017. George has experience at SignalPoint Asset Mangement, PENSCO Trust Company, Personal Capital, and Springfield Public Schools. George is also a graduate of Texas Christian University. George is registered with the state of Missouri and has a Series 65 license. George specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

George Timson is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

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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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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George Timson’s Registration & Firm History

CA

12/03/2024 - Present

Farther (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/22/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Carpenter Timson.
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