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Timothy Jon Anderson

Halbert Hargrove

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About Timothy Jon Anderson

Timothy Jon Anderson is an Investment Advisor Representative at Halbert Hargrove. Timothy has been in the industry since 1993. Timothy specializes in providing financial planning, investment consulting, and portfolio management services. Timothy is registered with the state of California, Oregon, and Texas. Timothy holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Timothy Anderson is currently registered with Halbert Hargrove. Halbert Hargrove is an investment advisor based in LONG BEACH, CA. The firm provides investment consulting and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Halbert Hargrove manages approximately $3.16 billion in assets, including discretionary and non-discretionary accounts. They also offer educational seminars, publish periodicals, and select other advisors.
Halbert Hargrove

111 WEST OCEAN BOULEVARD

LONG BEACH, CA 90802-7908

$3.16B

Assets Under Management

3

Total Clients

34

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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investment consulting

Investment consulting

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 Anderson’s Registration & Firm History

CA

05/08/2006 - Present

Halbert Hargrove (LONG BEACH CA)

CA

09/19/1994 - 12/31/2010

HALBERT, HARGROVE & CO. (LONG BEACH CA)

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Licenses & Designations

IA

Issued 07/30/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Jon Anderson.
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