Timothy SchneiderCRD Number: 3238162
Current Firm: "tate Asset Management" And "dco Wealth Management"
Timothy Schneider (CRD# 3238162) is an Investment Advisor Representative working at "tate Asset Management" And "dco Wealth Management" in San Diego, CA and has over 20 years of experience in the finance industry. Timothy Schneider 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Acas, LLC||Rancho Santa Fe, CA||Jul 2013 - Current||9|
|Advanced Practice Advisors, Llc (154084)||San Diego, CA||May 2011 - Jun 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management221MILLIONS
Total Number of Accounts549ACCOUNTS
Average Account Value$402,423
- 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
- Selection of other advisers (including private fund managers)
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