TW
ChFC
TW
ChFC
Timothy Whitmore is a ChFC-designated registered investment advisor, based in Westlake Village, CA, with 15 years of industry experience.
Location
Westlake Village, CA
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Regulatory History (2)
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Judgment / Lien
May 2012Judgment / Lien
March 2012Employment History
Current Registrations
The Leaders Group, INC.
October 2025 - Present · 7 mos
The Leaders Group, INC.Broker
October 2025 - Present · 7 mos
Elevated Wealth Strategies LLC
September 2025 - Present · 8 mos
Previous Registrations
Vanderbilt Securities, LLCBroker
February 2023 - October 2025 · 2 yrs 8 mos
The Leaders Group, INC.Broker
July 2021 - December 2022 · 1 yr 5 mos
Stillpoint Capital, LLCBroker
November 2015 - December 2016 · 1 yr 1 mo
Emerson Equity LLCBroker
November 2014 - September 2015 · 10 mos
Pacific Select Distributors, INC.Broker
June 2003 - October 2007 · 4 yrs 4 mos
Metlife Investors Distribution CompanyBroker
March 2001 - July 2003 · 2 yrs 4 mos
Sunamerica Capital Services, INC.Broker
October 1999 - February 2001 · 1 yr 4 mos
Sunamerica Securities, INC.Broker
October 1997 - March 1999 · 1 yr 5 mos
State Registrations3 states
AZCATX
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.