Timothy Henderson
Timothy Henderson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Irvine, CA, with 19 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
18300 Von Karman Ave, Irvine, CA, 92612
Get directionsHistory
Regulatory History (2)
Criminal
September 1994Criminal
July 1991Other Business Activities
Timothy is the Chairman of the Board for AdvanceOC, a data analysis company, since January 2023. He spends minimal time setting strategic priorities and representing the organization.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
American Skandia Advisory Services, INC.
American Skandia Marketing, INC.Broker
One Orchard Equities, INC.Broker
Janus Distributors, INC.Broker
State Registrations1 state
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.