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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

FAIRFIELD, IA

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Depenning is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Tiffany has been in the financial industry since December 4, 2017. Tiffany has a Series 66, Series 7 and Series 24 licenses. Tiffany is currently registered in Iowa. Tiffany is affiliated with Cambridge Investment Research Advisors, Inc., which is headquartered in Fairfield, IA and has 3068 licensed agents, 3312 investment advisor representatives, 3178 registered representatives, 3274 investment advisory functions and 55 adviser representatives for other investment advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Tampa, FL

experience

4 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Tiffany Sanchez is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc.. Sanchez has been in the industry since 2011 and is licensed in Florida. Sanchez has specializations in various areas including, but not limited to, retirement planning, college savings, and estate planning. Sanchez has previously worked with Orloff Advisors, LLC., Summit Brokerage Services Inc., Fox Wealth Management Group, and Cetera Advisor Networks.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

GWN Securities Inc.

location

MASCOUTAH, IL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Tim Boyce is a financial professional with over 28 years of experience in the industry. Tim is registered with GWN Securities Inc., a firm based in Palm Beach Gardens, Florida. GWN Securities Inc. manages over $3 billion in assets. Tim has a broad range of experience, and specializes in providing financial planning, market timing services, and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Kalona, IA

experience

36 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tim D Sullivan is a financial advisor who has been working in the industry since February 11, 1989. Tim is currently registered with Cambridge Investment Research Advisors, Inc. and has a branch office located in Kalona, IA. Prior to that, Tim was associated with Northwestern Mutual Investment Services, LLC. Tim is a Certified Financial Planner and has passed the Series 6, Series 7, Series 63, and SIE exams. Tim's focus is on providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc. | CFP ® (Certifications)

location

HUNTINGTON BEACH, CA

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Timothy McVey is an investment advisor representative who has been in the securities industry since 1986. Timothy is registered with Centaurus Financial, Inc. and has been with the firm since August 2004. Timothy holds several industry licenses and designations, including the Series 7, Series 24 and Series 63 licenses, as well as the Certified Financial Planner designation. Timothy's area of expertise includes portfolio management for individuals and businesses, financial planning and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

GWN Securities Inc.

location

PALM BEACH GARDENS, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Howell is a registered representative with GWN Securities Inc., based in PALM BEACH GARDENS, FL. Timothy has been in the industry since 2000 and has a wide range of experience, including working with individuals, corporations, and high-net-worth clients. Timothy has also been active in the insurance industry. Timothy specializes in providing financial planning, market timing services, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Dallas, OR

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Bellinger is a financial advisor with over 30 years of experience in the industry. He has a wide range of experience in various financial services firms. He is currently registered with Cambridge Investment Research Advisors, Inc. and has a total of 13 state registrations. Timothy is a Certified Financial Planner and has passed the Series 6, 7, 24, 63, and 65 exams. Timothy's specializations include: retirement planning, insurance, investments, college planning, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

WESTLAKE VILLAGE, CA

experience

41 Years Experience

disclosure

10 Disclosures

ADVISOR BIO

Timothy Neil Tremblay is an investment advisor representative with Centaurus Financial, Inc. in Westlake Village, California. Timothy has been in the securities industry since 1983. Timothy is registered with FINRA and has several state registrations. Timothy is also a registered investment advisor in several states. Timothy has experience in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc. | CFP ® (Certifications)

location

ANAHEIM, CA

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Hague is a financial advisor with Centaurus Financial, Inc. Timothy has been in the financial services industry since 2003. Timothy is licensed in 27 states and has passed the Series 6, Series 7, Series 63, Series 65 and SIE exams. Timothy is also a Certified Financial Planner. Centaurus Financial, Inc. is a full-service financial firm with a variety of financial products and services. They specialize in financial planning, portfolio management, investment advisory, and insurance services for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Timothy Weber is a Registered Investment Advisor (IA) who is actively registered in Texas. Timothy has been in the industry since 1988 and has a wide range of experience in the financial services industry. He has held positions at several firms, including Goldman, Sachs & Co., Forum Financial Services, Inc., and Corient. Timothy has passed several industry exams, including the Series 7, Series 3, Series 63, and Series 65. At Corient, Timothy focuses on providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals

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