Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Barnard is a financial advisor with over 27 years of experience in the industry. Timothy is currently registered with Charles Schwab & Co., Inc. and holds Series 7, Series 63, and Series 65 licenses. Timothy has previously worked with several other firms, including TD Ameritrade, Inc., Securities America, Inc., and LPL Financial LLC. Timothy specializes in financial planning and portfolio management.
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
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2
FL
09/01/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
CA
10/29/2019 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
10/10/2017 - 08/22/2019
SECURITIES AMERICA, INC. (ESCONDIDO CA)
CA
09/08/2015 - 10/11/2017
LPL FINANCIAL LLC (ESCONDIDO CA)
CA
04/24/2014 - 09/10/2015
UNIONBANC INVESTMENT SERVICES, LLC (POWAY CA)
CA
10/31/2011 - 04/22/2014
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
07/08/2009 - 11/03/2011
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CO
05/19/2008 - 06/10/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
06/01/2007 - 04/30/2008
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
OH
04/19/2005 - 06/04/2007
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CT
06/11/2003 - 02/28/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
PA
03/21/2000 - 06/06/2003
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
CA
05/01/1998 - 04/10/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
09/06/1996 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
10/10/1995 - 05/29/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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