Timothy Drake (CRD# 6078185) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Irvine, CA and has over 9 years of experience in the finance industry. Timothy Drake has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chamberlain Group | Irvine, CA | Jun 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- CA
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Total Assets Under Management4,778MILLIONS
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Total Number of Accounts15,951ACCOUNTS
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Average Account Value$299,526
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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