Timothy Shaner, financial advisor Burbank CA

Timothy Shaner

CRD Number: 2544459
Current Firm: Capital Consultants, LLC

Timothy Shaner (CRD# 2544459) is an Investment Advisor Representative working at Capital Consultants, LLC in Burbank, CA and has over 29 years of experience in the finance industry.

Similar Advisors
Michael Aaron, financial advisor Burbank CA
Michael T. Aaron
CRD# 2619073
Wedbush Securities Inc.
Similar Advisors
Veronica Aaron, financial advisor Burbank CA
Veronica M. Aaron
CRD# 2513561
Householder Group Estate & Retirement Specialists
Similar Advisors
Blair Aaronson, financial advisor Burbank CA
Blair I. Aaronson
CRD# 1343922
Virtue Capital Management, LLC
Company Name Location Dates Years
Capital Consultants, LLC Burbank, CA Oct 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S66 NASAA Uniform Combined State Law Examination Jan 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy J. Shaner
Phone Number: 818-557-7289
Registered State(s):
  • CA
Current Firm Details
Capital Consultants, LLC
Firm's CRD Number: 169549
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $184,414
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Timothy Shaner and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.