Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Sallade is a Certified Financial Planner and a Chartered Financial Analyst who has been in the financial services industry since August 2014. Timothy currently works at Lake Tahoe Wealth Management, Inc. Timothy is registered with the state of California and Florida. Timothy has an active Investment Adviser Representative registration and is currently not registered with the Securities and Exchange Commission. Timothy works with a wide variety of clients including high-net-worth individuals and pension and profit-sharing plans. Timothy is a specialist in financial planning, portfolio management for businesses and individuals 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Test drive educational services & tax services
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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CA
09/11/2020 - Present
Lake Tahoe Wealth Management, Inc. (FOLSOM CA)
Active
Inactive
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