Timothy Garner, financial advisor Pleasanton CA

Timothy Garner

CRD Number: 4506096
Current Firm: Mml Investors Services, LLC

Timothy Garner (CRD# 4506096) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pleasanton, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Pleasanton, CA Mar 2017 - Current 7
Massachusetts Mutual Life Insurance Company Pleasanton, CA Jul 2016 - Current 7
Metlife Securities Inc. San Ramon, CA Aug 2015 - Mar 2017 1
Ids Life Insurance Company Walnut Creek, CA Feb 2002 - Aug 2015 13
American Express Financial Advisors Walnut Creek, CA Feb 2002 - Aug 2015 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Timothy G. Garner
Phone Number: (413)737-8400
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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