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Timothy John Gardner

Chatham Wealth Management, LLC

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About Timothy John Gardner

Timothy Gardner is an investment advisor representative at Chatham Wealth Management, LLC. Timothy has been in the securities industry since 1996. Timothy has a Series 7, 63, 65, 9, and 10 licenses. The firm offers financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Timothy Gardner is currently registered with Chatham Wealth Management, LLC. Chatham Wealth Management, LLC is an investment advisor that offers financial planning, pension consulting, and portfolio management for individuals. The firm is a registered investment advisor with the SEC. It participates in wrap fee programs.

Not reported

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Timothy Gardner’s Registration & Firm History

VA

11/19/2024 - Present

Chatham Wealth Management, LLC (MCLEAN VA)

VA

09/11/2014 - 06/14/2024

SECURITIES AMERICA, INC. (McLean VA)

VA

04/24/2009 - 09/15/2014

LPL FINANCIAL LLC (DUNN LORING VA)

NC

03/09/2004 - 04/29/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)

TX

06/19/1997 - 03/10/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

03/18/1997 - 05/15/1997

H.J. MEYERS & CO., INC. (ROCHESTER NY)

IN

09/27/1996 - 01/29/1997

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/27/1996 - 01/29/1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

NY

05/02/1996 - 10/16/1996

H.J. MEYERS & CO., INC. (ROCHESTER NY)

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Licenses & Designations

IA

Issued 04/07/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/31/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Timothy John Gardner. Review regulatory record here.
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