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Timothy James Pratt

Charles Schwab & CO., Inc.

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About Timothy James Pratt

Timothy Pratt is a financial advisor who has been in the industry since January 11, 2015. Currently, Timothy is registered with Charles Schwab & CO., Inc. in Georgia. Timothy has also worked with a number of other firms, including FORESIDE FUND SERVICES, LLC, INVESCO DISTRIBUTORS, INC., JANUS HENDERSON DISTRIBUTORS, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, and WELLS FARGO ADVISORS, LLC. Timothy holds a Series 66 and Series 7 license and the SIE exam. Timothy specializes in Retirement Planning and Financial Planning.

Firm Information

Timothy Pratt is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Timothy Pratt’s Registration & Firm History

GA

05/28/2024 - Present

Charles Schwab & CO., Inc. (Atlanta GA)

GA

09/08/2021 - 03/05/2024

FORESIDE FUND SERVICES, LLC (Atlanta GA)

GA

07/30/2020 - 07/09/2021

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

CO

03/04/2016 - 07/16/2020

JANUS HENDERSON DISTRIBUTORS (DENVER CO)

MO

01/27/2015 - 03/07/2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)

MO

08/14/2014 - 03/07/2016

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 04/25/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Timothy James Pratt.
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