Steven Timbal, financial advisor Aliso Viejo CA
93 score

Steven Timbal

CRD Number: 5431474
Current Firm: United Planners' Financial Services Of America A Limited Partner

Steven Timbal (CRD# 5431474) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Aliso Viejo, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Of America Scottsdale, AZ Oct 2015 - Current 1
Steven Timbal - Independent Insurance Aliso Viejo, CA Oct 2008 - Current 8
Waterford Condos Austin, TX Jun 2005 - Current 11
Pruco Securities, LLC Aliso Viejo, CA Sep 2007 - Oct 2015 8
The Prudential Insurance Company Of America Aliso Viejo, CA Sep 2007 - Oct 2015 8
Unemployed Laguna Niguel, CA Jul 2007 - Sep 2007 < 1
Auto Club Of Southern California Tustin, CA Oct 2004 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Steven K. Timbal
Phone Number: 480-991-0225
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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