Timothy Anderson (CRD# 1605230) is an Investment Advisor Representative working at Delta Investment Management, LLC in Phoenix, AZ and has over 35 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delta Investment Management, LLC | Phoenix, AZ | Oct 2019 - Current | 4 |
| Stifel Nicolaus & Co Inc. | San Francisco, CA | May 2015 - Oct 2019 | 4 |
| Oppenheimer & Company Inc. | San Franciso, CA | Sep 2007 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
- CA
-
Total Assets Under Management629MILLIONS
-
Total Number of Accounts2,127ACCOUNTS
-
Average Account Value$295,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA
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