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Irene Therese Timmons

Monarch Wealth Strategies

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About Irene Therese Timmons

Irene Therese Timmons is a registered investment advisor representative with Monarch Wealth Strategies. Irene has been working in the financial industry since 2005 and has a strong background in financial planning and portfolio management. Irene has a Series 66 license and is a registered representative in the state of California. Irene has experience working with individuals and families, as well as businesses and charitable organizations. Irene has a wide range of experience in the financial services industry including financial planning, investment management, and retirement planning. Irene is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Irene Timmons is currently registered with Monarch Wealth Strategies. Monarch Wealth Strategies is a registered investment advisor based in Santa Barbara, California. They have 3 licensed agents, 7 investment advisor representatives, and 6 investment advisory functions. They manage approximately $336,787,014 in assets for 925 clients. They offer financial planning and portfolio management for individuals and provide pension consulting services. Their client base includes high net worth individuals, individuals other than high net worth, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
Monarch Wealth Strategies

222 EAST CARILLO STREET

SANTA BARBARA, CA 93101

$336.79M

Assets Under Management

Not reported

Total Clients

10

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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percentage of assets

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

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Irene Timmons’s Registration & Firm History

CA

10/13/2020 - Present

Monarch Wealth Strategies (Santa Maria CA)

CA

11/08/2005 - 12/15/2020

LPL FINANCIAL LLC (SANTA MARIA CA)

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Licenses & Designations

BOTH

Issued 05/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Irene Therese Timmons.
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