Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Timbrell is a financial advisor who has been in the industry since 2016. George is currently registered with Charles Schwab & CO., Inc. and has previously worked at WUNDERLICH SECURITIES, INC. and DOMINICK & DOMINICK LLC. George is a Series 7, Series 66, and SIE licensed professional.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
03/26/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
01/20/2015 - 07/07/2017
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
NY
09/03/2009 - 01/28/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
BOTH
Issued 11/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure George Timbrell is the right advisor for you? Invested Better is here to help.
