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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Chambers is an investment advisor representative at MAI Capital Management, LLC. Timothy has been in the industry for over 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Timothy holds the Series 7, 24, and 66 securities licenses. Timothy is also registered as an investment advisor representative in California and Tennessee. Before joining MAI Capital Management, LLC, Timothy worked at Wells Fargo Advisors Financial Network, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
TN
02/05/2024 - Present
MAI Capital Management, LLC (White Pine TN)
CA
10/23/2009 - 05/21/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SANTA ROSA CA)
CA
06/01/2009 - 11/18/2009
MORGAN STANLEY SMITH BARNEY (SANTA ROSA CA)
CA
04/28/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA ROSA CA)
NY
04/27/1998 - 05/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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