Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Allen Herb is a financial advisor with over 25 years of experience in the industry. Timothy is currently registered with Global Retirement Partners LLC, a Registered Investment Advisor firm in California. Timothy has a broad range of experience and holds multiple licenses and certifications including Series 6, 7, 24, 51, 63, and 65 as well as the SIE exam. Timothy is also a Certified Financial Planner (CFP). Timothy has held previous positions with Transamerica Financial Advisors, Inc. as well as Locust Street Securities, Inc. and BMA Financial Services, Inc. Timothy provides a variety of financial services including investment management, financial planning and pension consulting.
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.
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.
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2
CA
01/19/2015 - Present
Global Retirement Partners LLC (WALNUT CREEK CA)
CA
09/04/2009 - 12/23/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (WALNUT CREEK CA)
CA
07/23/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SAN RAMON CA)
IA
01/01/2002 - 07/01/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
08/25/1997 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
08/05/1996 - 08/27/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 06/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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