Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mahan is an experienced financial advisor with over 24 years of experience in the industry. Timothy is currently registered with U.S. Bancorp Advisors, LLC in Tempe, Arizona. Previously, Timothy was with CHARLES SCHWAB & CO., INC. and USAA FINANCIAL ADVISORS, INC. in Phoenix, Arizona. Timothy is a Series 65 and 63 licensed representative as well as a Series 53 and 24 Principal. Timothy specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
10/31/2023 - Present
U.s. Bancorp Advisors, LLC (TEMPE AZ)
AZ
05/23/2020 - 07/08/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
09/10/2007 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/02/2004 - 11/04/2016
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
CT
05/11/2004 - 11/11/2004
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
MA
07/06/1999 - 12/11/2003
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
07/29/1998 - 07/12/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
08/12/1997 - 11/20/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
CA
03/05/1997 - 06/10/1997
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
IA
Issued 01/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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