TG
TG

Timothy Grantham

36 Years of Experience
Oklahoma City, OK
1 DisclosureBroker

Timothy Grantham is a registered investment advisor at UBS Financial Services INC., based in Oklahoma City, OK, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
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Location

4801 Gaillardia Pkwy., Suite 100, Oklahoma City, OK, 73142

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History

Regulatory History (1)
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
March 1994
Award / Judgment
Employment History
Current Registrations
UBS Financial Services INC.Broker
September 2025 - Present · 8 mos
UBS Financial Services INC.
September 2025 - Present · 8 mos
Previous Registrations
RBC Capital Markets, LLCBroker
February 2015 - September 2025 · 10 yrs 7 mos
RBC Capital Markets, LLC
February 2015 - September 2025 · 10 yrs 7 mos
UBS Financial Services INC.
February 2008 - March 2015 · 7 yrs 1 mo
UBS Financial Services INC.Broker
February 2008 - March 2015 · 7 yrs 1 mo
Morgan Stanley & CO., Incorporated
April 2007 - February 2008 · 10 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - February 2008 · 10 mos
Morgan Stanley
December 1995 - April 2007 · 11 yrs 4 mos
Morgan Stanley Dw INC.Broker
December 1995 - April 2007 · 11 yrs 4 mos
Painewebber IncorporatedBroker
January 1991 - November 1995 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1989 - December 1990 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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 Grantham - Financial Advisor | TrueAdvisor