linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Allen Cole

Silicon Valley Retirement Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy Allen Cole

Timothy Cole is a financial advisor with over 20 years of experience. Timothy is a Certified Financial Planner and currently works at Silicon Valley Retirement Services, LLC. Timothy has experience working with a variety of clients, including pension and profit sharing plans.

Firm Information

Timothy Cole is currently registered with Silicon Valley Retirement Services, LLC. Silicon Valley Retirement Services, LLC is a registered investment advisor located in San Jose, CA. The firm provides pension consulting and selection of other advisors for pension and profit-sharing plans, with approximately $1.14 billion in regulatory assets under management.
Silicon Valley Retirement Services, LLC

2570 N. FIRST ST, SECOND FLOOR

SAN JOSE, CA 95131

$1.14B

Assets Under Management

Not reported

Total Clients

2

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Cole’s Registration & Firm History

CA

10/06/2010 - Present

Silicon Valley Retirement Services, LLC (SAN JOSE CA)

CA

06/01/2010 - 09/28/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN JOSE CA)

CA

01/01/2007 - 05/12/2010

STANCORP EQUITIES, INC. (SAN JOSE CA)

CA

03/21/2001 - 01/01/2007

INVESMART SECURITIES, LLC (SAN JOSE CA)

CA

06/18/1998 - 12/23/1999

INVESTMENT ARCHITECTS, INC. (PETALUMA CA)

OH

07/01/1996 - 03/30/1998

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

11/17/1995 - 07/01/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

CA

02/28/1995 - 12/04/1995

BARABAN SECURITIES, INC. (LOS ANGELES CA)

Not sure if Timothy Allen Cole is right for you?

Licenses & Designations

BOTH

Issued 02/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2003

Series 24 - General Securities Principal Examination

BC

Issued 02/27/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Allen Cole.
Not sure if Timothy Allen Cole is right for you?