Timothy McCandless, financial advisor Carlsbad CA
88 score

Timothy McCandless

CRD Number: 6402147
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Timothy McCandless (CRD# 6402147) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carlsbad, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Carlsbad, CA Mar 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad, CA Sep 2014 - Current 2
Bmc Solar San Diego, CA Jun 2014 - Sep 2014 < 1
Defense Intelligence Agency Washington, DC Oct 2013 - Apr 2014 < 1
University Of San Diego San Diego, CA Jun 2012 - Sep 2013 1
Defense Intelligence Agency Washignton, DC Jun 2010 - Jun 2012 2
National Defense University Washington, DC Jul 2008 - May 2010 1
Embassy, Berlin Germany Berlin, Mar 2005 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Timothy A. McCandless
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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