Timothy GarretsonCRD Number: 5285107
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Timothy Garretson (CRD# 5285107) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in San Diego, CA and has over 10 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Berthel Fisher & Company Financial Services, Inc.||Phoenix, AZ||Jan 2013 - Current||4|
|Next Financial Group Inc.||Houston, TX||Aug 2012 - Jan 2013||< 1|
|The Hefar Group||Phoenix, AZ||Aug 2010 - Jan 2013||2|
|The Higher Education Financial Aid Resources Group||Phoenix, AZ||Jul 2010 - Jan 2013||2|
|San Tan Financial||Chandler, AZ||Mar 2007 - Jan 2013||5|
|Berthel Fisher & Company Financial Services, Inc.||Chandler, AZ||Sep 2009 - Aug 2012||2|
|Pinnacle Capital Mortgage||Phoenix, AZ||Feb 2011 - Jun 2011||< 1|
|Tamco Holdings, LLC||Phoenix, AZ||Apr 2005 - Feb 2011||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2007 - Sep 2009||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2007 - Sep 2009||2|
|First Magnus Financial||Tucson, AZ||Apr 2005 - Aug 2007||2|
|San Tan Financial - Insurance||Chandler, AZ||Nov 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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