![Thomas Timberg, financial advisor Portland OR](/img/ws/profile-blank-sq.png)
Thomas Timberg (CRD# 1821695) is an Investment Advisor Representative working at The H Group, Inc. in Portland, OR and has over 35 years of experience in the finance industry. Thomas Timberg 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# 5807693
The H Group Washington, Inc.
![Patrick Culligan, financial advisor Portland OR](/img/ws/profile-blank-sq.png)
CRD# 1053785
Securities America Advisors, Inc.
![Stephen Aaron, financial advisor Portland OR](/img/ws/profile-blank-sq.png)
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Network Inv. Corp. | Lake Oswego, OR | Jan 2003 - Current | 21 |
The H Group Inc. | Portland, OR | Jan 2003 - Current | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1988 |
S65 | NASAA Investment Advisors Law Examination | May 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management778MILLIONS
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Total Number of Accounts2,564ACCOUNTS
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Average Account Value$303,495
- 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
AZ, CA, ID, NH, NM, NV, OR, TX, WA
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