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Timothy James Newburn

Brandes Investment Partners, LP

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About Timothy James Newburn

Timothy James Newburn is a registered investment advisor representative with Brandes Investment Partners, LP. Timothy has been in the industry for over 20 years and holds the Series 7, Series 66, and SIE licenses. Timothy specializes in investment management for individuals, businesses, investment companies, and pooled investment vehicles. Timothy's previous experience includes working at ALPS Distributors, Inc. in Denver, Colorado. In addition to his work with Brandes Investment Partners, LP, Timothy serves as a Director of the Institutional Group at the company in Calgary, Alberta, Canada.

Firm Information

Timothy Newburn is currently registered with Brandes Investment Partners, LP. Brandes Investment Partners, LP is an investment advisory firm based in La Jolla, California, with over $22 billion in regulatory assets under management. The firm provides portfolio management services to a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, state or municipal government entities, and charitable organizations. Brandes also participates in wrap fee programs.
Brandes Investment Partners, LP

4275 EXECUTIVE SQUARE, 5TH FLOOR

LA JOLLA, CA 92037

$22.21B

Assets Under Management

14

Total Clients

32

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Timothy Newburn’s Registration & Firm History

CA

07/17/2020 - Present

Brandes Investment Partners, LP (LA JOLLA CA)

CO

02/24/2020 - 07/12/2024

ALPS DISTRIBUTORS, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 06/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy James Newburn.
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