Timothy Bardin, financial advisor Newburgh NY
90 score

Timothy Bardin

CRD Number: 5983043
Current Firm: Edward Jones

Timothy Bardin (CRD# 5983043) is an Investment Advisor Representative working at Edward Jones in Newburgh, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Oct 2011 - Current 5
Wells Fargo Fishkill, NY Dec 2008 - Oct 2011 2
Metlife Home Loans Fishkill, NY May 2007 - Dec 2008 1
Bny Mortgage Company Newburgh, NY Jun 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Timothy R. Bardin
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, 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
90
Clean Record
This advisor has a clean track record with regulators.

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