Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Hayes is a financial advisor with over 49 years of experience in the industry. Timothy is a Registered Representative of Independent Financial Group, LLC, a registered investment advisor with offices in Lancaster, CA and San Diego, CA. Timothy holds the Series 7TO, Series 63, and Series 24 licenses. Timothy specializes in financial planning, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. Timothy has over 30,000 clients and manages over $6.7 billion in assets for his clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/24/2024 - Present
Independent Financial Group, LLC (LANCASTER CA)
CA
08/30/1999 - 02/09/2024
CROWN CAPITAL SECURITIES, L.P. (LANCASTER CA)
MA
03/31/1999 - 08/27/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
09/28/1982 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
02/12/1975 - 10/12/1982
TRANSAMERICA FUND SALES, INC.
NA
07/18/1973 - 04/14/1975
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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