Timothy Quick, financial advisor Fresno CA
93 score

Timothy Quick

CRD Number: 3066068
Current Firm: Charles Schwab & Company, Inc.

Timothy Quick (CRD# 3066068) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fresno, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Bakersfield, CA Oct 2007 - Current 9
Charles Schwab & Company, Inc. Bakersfield, CA Oct 2007 - Current 9
Citigroup Global Markets Inc. Bakersfield, CA Apr 1998 - Oct 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Timothy A. Quick
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, 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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