Timothy Gardner
Timothy Gardner is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Diego, CA, with 32 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
4655 Executive Dr Ste 300, San Diego, CA, 92121-3123
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1999Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Stone & Youngberg LLCBroker
Stone & Youngberg LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Smith Barney INC.Broker
Painewebber IncorporatedBroker
State Registrations20 states
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
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