Timothy Chambers, financial advisor White Pine TN

Timothy Chambers

CRD Number: 3027699
Current Firm: Mai Capital Management, LLC

Timothy Chambers (CRD# 3027699) is an Investment Advisor Representative working at Mai Capital Management, LLC in White Pine, TN and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Mai Capital Management, LLC Santa Rosa, CA Jan 2024 - Current < 1
Traverso Chambers Private Wealth Management, LLC Santa Rosa, CA Apr 2018 - Jan 2024 5
Wells Fargo Advisors Financial Network LLC Santa Rosa, CA Oct 2009 - May 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1998
Contact Info for Timothy A. Chambers
Phone Number: (216) 920-4800
Firm Website: http://www.maiinvest.com
Registered State(s):
  • CA
  • TN
By the Numbers
  • Total Assets Under Management
    15,773
    MILLIONS
  • Total Number of Accounts
    23,704
    ACCOUNTS
  • Average Account Value
    $665,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV, WY

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