HT
HT
Howard Timberlake
31 Years of Experience
Gainesville, FL
5 DisclosuresBrokerSells Insurance
Howard Timberlake is a registered investment advisor, based in Gainesville, FL, with 31 years of industry experience. Howard is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5200 W Newberry Road, Building C, Gainesville, FL, 32606
Get directionsHistory
Regulatory History (5)
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
January 2009Denied
Customer Dispute
November 2004Denied
Employment Separation After Allegations
September 2002Customer Dispute
April 2002Denied
Customer Dispute
September 1998Settled
Other Business ActivitiesSells Insurance
Howard is the owner/president of Cornerstone Financial Group. He also works as an insurance broker or agent selling fixed insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
September 2003 - Present · 23 yrs 1 mo
J. W. Cole Advisors, INC.
January 2003 - Present · 23 yrs 9 mos
Previous Registrations
Jonathan Roberts Financial Group, INC.Broker
September 2002 - September 2003 · 1 yr
1st Global Advisors INC
August 2001 - September 2002 · 1 yr 1 mo
1st Global Capital CORP.Broker
July 1999 - September 2002 · 3 yrs 2 mos
First Union Brokerage Services, INC.Broker
May 1998 - June 1999 · 1 yr 1 mo
Mony Securities CORP.Broker
October 1994 - May 1998 · 3 yrs 7 mos
State Registrations17 states
ALAZCAFLGAKYMINCNVNYOKPASCTNTXVAWA
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.
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