Years of Experience
5-20+ Years
REDWOOD CITY, CA
20 Years Experience
3 Disclosures
ADVISOR BIO
Timothy Connor is a financial advisor with over 20 years of experience in the financial services industry. Timothy is a registered representative with LPL Financial LLC and has a Series 7, 6, 63, and 65 licenses, as well as the SIE and Series 99TO exams. Timothy specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Timothy is dedicated to helping clients reach their financial goals.
SPECIALIZATIONS
FOLSOM, CA
24 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Lee Chafin has been in the financial services industry for over 20 years. Timothy is currently registered with LPL Financial LLC and is based in Folsom, CA. Timothy's previous experience includes working with Brecek & Young Advisors, Inc., Princor Financial Services Corporation, and PFS Investments Inc. Timothy has a Series 6, 7, and 63 licenses and has passed the SIE and Series 65 exams. Timothy provides financial planning, portfolio management, and consulting services.
SPECIALIZATIONS
IONE, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Knittel is an investment advisor representative with Edward Jones in IONE, California. Timothy has been in the industry since 2013 and is currently registered with both the state of California and Texas. Timothy is a Series 66 and Series 7 registered representative.
SPECIALIZATIONS
NEWPORT BEACH, CA
30 Years Experience
2 Disclosures
ADVISOR BIO
Timothy Ralph Bockhold is a financial advisor who has been in the industry since 1995. He currently works at RBC Capital Markets, LLC. Timothy Bockhold has been registered as a Registered Representative since February 2, 1995, and he has a Series 63, Series 7 and Series 31 licenses. He is also registered as an Investment Advisor Representative since August 3, 2012, and he has a Series 65 license. Timothy Bockhold's previous employers include WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC.
SPECIALIZATIONS
OAKLAND, CA
30 Years Experience
1 Disclosures
ADVISOR BIO
Timothy Score is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Oakland, California. Timothy has been in the industry since February 1995, and has a Series 7, Series 63, and Series 65 licenses. Timothy is also registered with the state of Texas, and has been since October 2008. Timothy specializes in providing a variety of financial services to individual and institutional clients. The advisor works with the firm to provide portfolio management for individuals and businesses, pension consulting, and other advisory services.
SPECIALIZATIONS
BREA, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Wu is a financial advisor with UBS Financial Services Inc. Timothy Wu is registered in California and Washington. Timothy Wu has been working in the financial industry since March 6, 2016. Timothy Wu's office is located at 135 S. State College Blvd, Suite 650, Brea, CA 92821. Timothy Wu is also registered in Oregon and Washington. Timothy Wu offers financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS
San Diego, CA
27 Years Experience
1 Disclosures
ADVISOR BIO
Timothy Samuelson is a financial advisor with Independent Financial Group, LLC. Timothy Samuelson has been in the financial services industry since 1998. Timothy Samuelson is registered with FINRA, Series 6 and Series 63, and with the state of California as an Investment Advisor Representative. Timothy Samuelson is also a licensed insurance agent in California. Timothy Samuelson's firm provides financial planning, portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
IRVINE, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Dunigan is a financial advisor with Equitable Advisors, LLC. Timothy is registered with the state of California and has been in the financial industry since 2011. Timothy has a Series 63 and a Series 65 license, as well as a Series 7 and a SIE license. Timothy specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. In addition to Timothy's work with Equitable Advisors, LLC, Timothy also owns and operates Dunigan Creative, a photography company.
SPECIALIZATIONS
NEWPORT BEACH, CA
46 Years Experience
3 Disclosures
ADVISOR BIO
Timothy Nees Bremner is an investment advisor representative at UBS Financial Services Inc., a firm with a history of more than 100 years and assets under management exceeding $50 billion. Timothy has been in the industry since 1979, and is registered in California and Texas. Timothy is licensed to provide investment advice and securities brokerage services to a wide range of clients, including individuals, families, businesses, institutions and charitable organizations.
SPECIALIZATIONS
Sacramento, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Timothy Parsons is a financial advisor at Morgan Stanley. Timothy has been in the industry since 2020, previously working at Northwestern Mutual Investment Services, LLC and J.P. Morgan Securities LLC. Timothy holds the Series 66, Series 7TO and SIE exams. Timothy is registered in 36 states.
SPECIALIZATIONS