![Timothy Petty, financial advisor Bakersfield CA](/img/ws/profile-blank-sq.png)
Timothy Petty (CRD# 6683096) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bakersfield, CA and has over 7 years of experience in the finance industry.
![Justin Adams, financial advisor Bakersfield CA](/img/ws/profile-blank-sq.png)
CRD# 4291736
Lpl Financial LLC
![Ivan Aguilar, financial advisor Bakersfield CA](/img/ws/profile-blank-sq.png)
CRD# 6682449
J.p. Morgan Securities LLC
![Glenn Allen, financial advisor Bakersfield CA](/img/ws/profile-blank-sq.png)
CRD# 1960365
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Bakersfield, CA | May 2023 - Current | 1 |
California Army National Guard | Camp Roberts, CA | Oct 2015 - Current | 8 |
Wells Fargo Clearing Services, LLC | Bakersfield, CA | Feb 2021 - May 2023 | 2 |
Wells Fargo Bank, Na | Bakersfield, CA | Jan 2021 - May 2023 | 2 |
Wells Fargo Clearing Services, LLC | Bakersfield, CA | Oct 2018 - Oct 2020 | 2 |
Edward Jones | St Louis, MO | Aug 2016 - Jul 2018 | 1 |
Self Employed | Tehachpi, CA | Jan 2016 - Mar 2016 | < 1 |
United States Army | Fort Hood, TX | Aug 2000 - Oct 2015 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- CA
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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