Timothy Warren
Timothy Warren is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Rafael, CA, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1200 5th Avenue, San Rafael, CA, 94901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy works full-time as a Private Bank Market Leader at Umpqua Bank. He is also an advisor at Columbia Wealth Advisors and owns rental real estate, though these activities require minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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