Timothy ChristensenCRD Number: 4485323
Current Firm: Squire Wealth Advisors
Timothy Christensen (CRD# 4485323) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 17 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
Drive Wealth Management, LLC
|Squire Investment Managment Company, LLC||Orem, UT||Jan 2000 - Current||17|
|Squire & Company, Pc||Orem, UT||Dec 1981 - Current||35|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2000|
Total Assets Under Management111MILLIONS
Total Number of Accounts546ACCOUNTS
Average Account Value$203,550
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, ID, UT