Timothy Kohler, financial advisor Long Beach CA
88 score

Timothy Kohler

CRD Number: 6377534
Current Firm: Halbert Hargrove

Timothy Kohler (CRD# 6377534) is an Investment Advisor Representative working at Halbert Hargrove in Long Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Halbert Hargrove Global Advisors, LLC Long Beach, CA Apr 2014 - Current 2
Cal State University Long Beach Long Beach, CA Sep 2012 - Current 4
Halbert Hargrove Global Advisors, LLC Long Beach, CA Sep 2012 - Apr 2014 1
Goldenwest College Huntington Beach, CA Sep 2011 - May 2012 < 1
Coldwell Banker Preferred Realtors Bakersfield, CA Aug 2008 - Aug 2011 3
Bakersfield College Bakersfield, CA Sep 2009 - May 2011 1
Liberty High School Bakersfield, CA Sep 2005 - May 2009 3
American Kids Sports Center Bakersfield, CA Mar 2007 - Aug 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Timothy D. Kohler
Phone Number: 562-435-5657
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,818
    MILLIONS
  • Total Number of Accounts
    3,259
    ACCOUNTS
  • Average Account Value
    $1,171,477
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, LA, NV, NY, OR, TX, UT, WA

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

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