Timothy Chan (CRD# 2702172) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Fullerton, CA and has over 23 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Monterey Park, CA | May 2017 - Current | 6 |
| World Financial Group, Inc. | Monterey Park, CA | Apr 2017 - Current | 7 |
| Retired | Monterey Park, CA | May 2015 - Apr 2017 | 1 |
| Bank Of America Merrill Edge | Monterey Park, CA | Apr 2015 - May 2015 | < 1 |
| Unemployed | Monterey Park, CA | Nov 2014 - Apr 2015 | < 1 |
| Charles Schwab & Company, Inc. | Arcadia, CA | Mar 2000 - Oct 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- CA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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