Timothy Kay is a registered investment advisor, based in Temecula, CA, with 18 years of industry experience.
Location
31045 Temecula Parkway, Suite 207, Temecula, CA, 92592
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is the owner of Investment Managers Group LLC, a registered investment advisor, since 2012. He also works as an insurance agent selling fixed life insurance and annuity contracts through PKS Financial Services, dedicating about half of his time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Investment Managers Group, LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations3 states
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