Timothy MartinCRD Number: 2983794
Current Firm: Charles Schwab & Company, Inc.
Timothy Martin (CRD# 2983794) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sacramento, CA and has over 20 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Charles Schwab Bank||Sacramento, CA||Feb 2005 - Current||13|
|Charles Schwab & Company, Inc.||Sacramento, CA||Apr 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY