Timothy Kuns, financial advisor Camarillo CA

Timothy Kuns

CRD Number: 1003204
Current Firm: Advantage Financial Consultants

Timothy Kuns (CRD# 1003204) is an Investment Advisor Representative working at Advantage Financial Consultants in Camarillo, CA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
California State University Northridge Northridge, CA Aug 2016 - Current 7
Self-employed Camarillo, CA Dec 1993 - Current 30
Advantage Financial Consultants Camarillo, CA Aug 1991 - Current 32
Information Management Systems Oxnard, CA Jul 2013 - Dec 2016 3
California Lutheran University Thousand Oaks, CA May 1988 - Mar 2015 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1986
Contact Info for Timothy N. Kuns
Phone Number: 805-302-6040
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $178,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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