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Timothy Norton

Charles Schwab & CO., Inc.

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About Timothy Norton

Timothy Norton is a financial advisor with Charles Schwab & CO., Inc. Timothy has been in the financial services industry since 2016. Timothy Norton is registered with FINRA and holds Series 63, Series 65 and Series 7 licenses. Timothy is also registered as an Investment Advisor Representative (IAR) with the state of Nevada. Prior to joining Charles Schwab & CO., Inc., Timothy Norton worked for TD Ameritrade, Inc. and Ameriprise Financial Services, LLC.

Firm Information

Timothy Norton 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 Norton’s Registration & Firm History

NV

08/21/2023 - Present

Charles Schwab & CO., Inc. (Las Vegas NV)

NV

09/23/2021 - 09/01/2023

TD AMERITRADE, INC. (LAS VEGAS NV)

NV

12/13/2016 - 08/09/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)

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Licenses & Designations

IA

Issued 01/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2016

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 Norton.
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