Timothy Lahmann, financial advisor San Diego CA
88 score

Timothy Lahmann

CRD Number: 6120710
Current Firm: Edward Jones

Timothy Lahmann (CRD# 6120710) is an Investment Advisor Representative working at Edward Jones in San Diego, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 2
University Of California San Diego San Diego, CA Jan 2014 - Jun 2014 < 1
Department Of Veterans Affairs San Diego, CA Jul 2013 - Jun 2014 < 1
University Of Oklahoma San Diego, CA Jan 2011 - Dec 2013 2
District 1 San Diego City Council San Diego, CA Feb 2012 - Feb 2013 1
Us Navy San Diego, CA Feb 2008 - Dec 2010 2
Unemployed Gahanna, OH Nov 2007 - Feb 2008 < 1
Limited Logistic Service Inc. Columbus, OH Oct 2007 - Jan 2008 < 1
New Albany Brewery New Albany, OH Mar 2007 - Sep 2007 < 1
Hoover View Investments Lmtd Columbus, OH Jan 2007 - Mar 2007 < 1
Mccormick And Schmidts Portland, OR Nov 2006 - Jan 2007 < 1
Unemployed Boynton Beach, FL Sep 2006 - Nov 2006 < 1
Co-advantage Resources #4 Inc. Orlando, FL Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Timothy M. Lahmann
Phone Number: 314-515-2000
Registered State(s):
  • CA
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
88
Clean Record
This advisor has a clean track record with regulators.

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