ADVISOR BIO

Timothy L. Talbott is a financial advisor with Wealthspire Advisors. Timothy has been in the industry since May 2011 and is a Certified Financial Planner. Timothy is registered in California and has a specialization in various areas. Timothy's office is located in San Rafael, CA, but Timothy may also provide advisory services to clients in other states.

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ADVISOR BIO

Timothy Radecki is an investment professional with experience in the financial industry. Timothy has a Series 63, Series 6TO, and SIE licenses. Timothy is currently registered with J.p. Morgan Securities LLC in California. Timothy was previously registered with J.P. Morgan Securities LLC in California. J.p. Morgan Securities LLC provides financial planning, pension consulting, and selection of other advisers, among other services. The firm manages over $249 billion in assets.

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ADVISOR BIO

Timothy Steele is an Investment Advisor Representative at Vantage Financial Group. Timothy is also a Principal Business Analyst at Oracle America in Rocklin, CA, an Associate Professionals Pastor at The Pointe Church in Antelope, CA, and assists with trust creation for clients at EncorEstate Planning. Timothy has been in the industry since May 2014. Timothy's primary area of focus is financial planning, portfolio management for businesses and individuals, and pension consulting. Timothy has over 282 clients with assets under management exceeding $92,000,000. Timothy holds a Series 65 license. The Vantage Financial Group offers financial planning, pension consulting, and portfolio management services. The firm manages over $92,000,000 in assets for over 604 clients.

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ADVISOR BIO

Timothy Pester is an investment advisor representative with Cuso Financial Services, LP. Timothy has been in the financial services industry since 1996. Timothy holds FINRA Series 7, 24, 31 and 63 securities licenses, as well as the Series 65 investment advisor license. Timothy is registered to offer investment advisory services in Colorado, Florida, Ohio, Oklahoma and Pennsylvania. Cuso Financial Services, LP is a financial services firm that offers financial planning, pension consulting, and educational seminars. The firm provides portfolio management services for individuals and businesses.

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ADVISOR BIO

Timothy Suarez is an investment advisor representative associated with Integrated Wealth Concepts LLC and is registered with the state of California. Timothy Suarez has been in the industry since January 2011. Timothy Suarez is affiliated with Integrated Wealth Concepts LLC.

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ADVISOR BIO

Timothy Lourenco is a registered investment advisor representative with The Foundation Wealth Management, LLC. Timothy has been in the industry since October 2013 and has experience working with both individuals and businesses. Timothy is also an independent insurance agent and offers a range of insurance products to clients. Timothy is committed to providing his clients with personalized financial advice and guidance. Timothy is a Series 66, Series 7, and SIE license holder.

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ADVISOR BIO

Timothy McInnis is a financial advisor with over 15 years of experience in the industry. Timothy has held a variety of roles at different firms, including Commonwealth Financial Network, where Timothy is currently registered. Timothy holds a Series 7, Series 66, and SIE licenses, and is registered to provide financial advice in several states. Timothy is committed to helping clients reach their financial goals, offering a range of services including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Timothy William Tunney is a financial advisor at UBS Financial Services Inc. in Irvine, California. Timothy has been a registered representative for over 40 years. Timothy is also an Investment Advisor Representative and is registered in California and Texas. Timothy has a wide range of experience and expertise in the financial services industry. Timothy's previous firms include Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Shearson Inc., Lehman Brothers Inc., Prudential-Bache Securities Inc., Paine Webber Incorporated, and Bateman Eichler, Hill Richards, Incorporated. Timothy has earned the Series 7, 31, and 63 licenses and the SIE exam. Timothy is committed to providing his clients with the highest level of personalized financial advice and services.

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ADVISOR BIO

Timothy McNutt is a financial advisor with UBS Financial Services Inc. Timothy has been in the financial services industry since April 28, 2004. Timothy is registered to provide investment advice in 26 states and the District of Columbia. Timothy holds Series 7, 31, and 66 licenses, as well as the SIE exam. Timothy specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Timothy's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Timothy's primary office is located at 3011 Townsgate Road, Suite 300, in Westlake Village, CA.

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ADVISOR BIO

Timothy Steele Werdel is a financial advisor with Ameriprise Financial Services, LLC. Timothy has over 20 years of experience in the financial services industry. Timothy has a Series 7, 63 and 66 license. Timothy specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals. Timothy is registered to offer investment advice in Alabama, Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Maryland, Nevada, New Mexico, New York, Oregon, Pennsylvania, Texas, Washington and Wisconsin.

SPECIALIZATIONS