linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Timothy Pang

Sargent Investment Group

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Timothy? Claim Your Profile

About Timothy Pang

Timothy Pang is an investment advisor representative at Sargent Investment Group. Timothy has been in the industry since 2020. Timothy Pang is registered in Maryland. Timothy Pang has passed the Series 7TO, Series 66, and SIE exams. The main office of Sargent Investment Group is located at 4920 Elm Street, Suite 305, Bethesda, MD 20814. Sargent Investment Group provides financial planning, pension consulting, selection of other advisors, and portfolio management services.

Firm Information

Timothy Pang is currently registered with Sargent Investment Group. Sargent Investment Group is a registered investment advisor located in Bethesda, MD. The firm provides financial planning, portfolio management for individuals, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. The firm manages over $1.1 billion in assets and has over 10 investment advisor representatives.
Sargent Investment Group

4920 ELM STREET

BETHESDA, MD 20814

$1.15B

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Timothy Pang’s Registration & Firm History

MD

09/01/2021 - Present

Sargent Investment Group (BETHESDA MD)

MD

01/12/2021 - 04/01/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

Not sure if Timothy Pang is right for you?

Licenses & Designations

BOTH

Issued 03/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Pang.
Not sure if Timothy Pang is right for you?