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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Stanford is a financial advisor at Onedigital Investment Advisors. Timothy has been in the industry since 2024 and is licensed in California. Timothy specializes in a wide range of advisory services including portfolio management for individuals, businesses and pooled investment vehicles, financial planning, and pension consulting. Timothy has a Series 65 license, and the firm he works for has over $107 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/03/2025 - Present
Onedigital Investment Advisors (MARTINEZ CA)
IA
Issued 06/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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