TrueAdvisor
TrueAdvisor
TH
TH

Timothy Healy

Wells Fargo Advisors
42 Years of Experience
Long Beach, CA
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Timothy Healy is a registered investment advisor at Wells Fargo Advisors, based in Long Beach, CA, with 42 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

6460 E Pacific Coast Hwy, Ste 223, Long Beach, CA, 90803

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2001
Settled
Employment Separation After Allegations
December 1997
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 4 yrs 2 mos
Wells Fargo Advisors
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - August 2022 · 13 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2022 · 13 yrs 2 mos
Citigroup Global Markets INC.Broker
November 2004 - June 2009 · 4 yrs 7 mos
Citigroup Global Markets INC.
November 2004 - June 2009 · 4 yrs 7 mos
Morgan Stanley
November 1998 - November 2004 · 6 yrs
Morgan Stanley Dw INC.Broker
January 1998 - November 2004 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1984 - December 1997 · 13 yrs 4 mos
State Registrations8 states
CACOMNNHORPATXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Long Beach, CA →All financial advisors in California →