Timothy Mansell is a CFP-designated registered investment advisor at Pfg Advisors, based in Oakland, CA, with 38 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,586 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFG Advisors charges a fee for managing your investments, which includes advisory services, trade entry, and account maintenance. The fee is a percentage of the value of your portfolio and is typically charged quarterly. The specific fee and how it's charged will be detailed in your agreement. The fee can be fixed, variable (linear), or variable (tiered). PFG Advisors' representatives may negotiate the fee, but it can't exceed 1.95% of the value of your portfolio.
Location
Oakland, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy sells various insurance products, including life insurance, fixed annuities, equity indexed annuities, and long-term care insurance, dedicating a few hours per week to this activity. He also works as a financial advisor for PFG Advisors, spending about half his time on investment advisory programs.
Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Howe Barnes Hoefer & Arnett, INC.Broker
Howe Barnes Capital Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James Financial Services, INC.Broker
Garban LLCBroker
Garvin Guybutler LLCBroker
State Registrations1 state
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.