TR
CFP
TR
CFP

Timothy Redmond

38 Years of Experience
Fullerton, CA
BrokerSells Insurance

Timothy Redmond is a CFP-designated registered investment advisor, based in Fullerton, CA, with 38 years of industry experience.

Location

2244 N. State College Blvd., Fullerton, CA, 92831

Get directions

History

Regulatory History
Clean regulatory record

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 is a broker involved in group health and life insurance sales, and individual life insurance sales. He also works nearly full-time as an investment advisor for The Ameriflex Group and Perfected Wealth Management, and manages Chartwell Gardens LLC, a real estate investment group, dedicating a few hours per week.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 1 yr 1 mo
The Ameriflex Group
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
August 2020 - September 2023 · 3 yrs 1 mo
Cetera Advisor Networks LLCBroker
November 2017 - August 2020 · 2 yrs 9 mos
Cetera Advisor Networks LLC
September 2017 - August 2020 · 2 yrs 11 mos
Girard Securities, INC.
October 2009 - November 2017 · 8 yrs 1 mo
Girard Securities, INC.Broker
March 2009 - November 2017 · 8 yrs 8 mos
Newcastle Financial Advisors
May 2008 - November 2020 · 12 yrs 6 mos
Sagepoint Financial, INC.Broker
October 2005 - March 2009 · 3 yrs 5 mos
Aig Financial Advisors, INC.
October 2005 - October 2006 · 1 yr
Hornor, Townsend & Kent, INC.Broker
February 2003 - March 2005 · 2 yrs 1 mo
Personal Economics Corporation
February 2003 - April 2009 · 6 yrs 2 mos
Sentra Securities CORP
November 1998 - October 2005 · 6 yrs 11 mos
Sentra Securities CorporationBroker
November 1998 - October 2005 · 6 yrs 11 mos
Mutual Service CorporationBroker
July 1997 - December 1999 · 2 yrs 5 mos
United Pacific Securities, INC.Broker
July 1997 - November 1998 · 1 yr 4 mos
United Pacific Securities, INC.Broker
January 1993 - May 1997 · 4 yrs 4 mos
Titan/value Equities Group, INC.Broker
January 1992 - February 1993 · 1 yr 1 mo
Penn Mutual Equity Services, INC.Broker
July 1987 - January 1992 · 4 yrs 6 mos
State Registrations32 states
AKALAZCACOCTGAHIIAIDINKYLAMNMOMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWA
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.
Timothy Redmond - Financial Advisor | TrueAdvisor