Timothy KohlerCRD 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 3 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Halbert Hargrove Global Advisors, LLC||Long Beach, CA||Apr 2014 - Current||4|
|Cal State University Long Beach||Long Beach, CA||Sep 2012 - Current||5|
|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|
Total Assets Under Management2,333MILLIONS
Total Number of Accounts3,279ACCOUNTS
Average Account Value$711,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, HI, ID, LA, NV, NY, OR, TX, UT, WA
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