Tim Barnard Email & Phone Number
Team Lead @ Schwab Advisor Services
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Tim Barnard Location
- Oceanside, CA, US
Tim Barnard Work
- 2023 -now Team Lead @
- 2019 -2023 Relationship Manager @
- 2015 -2019 Financial Advisor @
- 2009 -2015 Senior Financial Advisor @ Union Banc Investment Services
- 2008 -2009 Regional Vice President @
- 2007 -2008 Regional Sales Director @
- 2005 -2007 Regional Marketing Director @
- 2003 -2005 Regional Marketing Director @
- 2000 -2003 External Wholesaler @
- 1996 -2000 Financial Consultant @ WM Financial Services
Tim Barnard Education
- Hanover College 1986-1990
Tim Barnard Skills
- Leadership Management
- Investment Management
- Securities Registrations 7
- 63
- 65
- Marketing
- Wealth Management
- Series 7
- Asset Allocation
- Fixed Annuities
- Variable Annuities
- Sales
- Mutual Funds
- Finance
- Retirement
- Retirement Planning
- Series 63
- Separately Managed Accounts
- Series 65
- Financial Advisory
- Investments
- Business Development
- Strategy
- Microsoft Excel
- Research
Tim Barnard Summary
- Tim Barnard, based in Oceanside, CA, US, is currently a Team Lead at Schwab Advisor Services. Tim Barnard brings experience from previous roles at TD Ameritrade, Priority Financial Group, Union Banc Investment Services and Transamerica. Tim Barnard holds a 1986 - 1990 Hanover College. With a robust skill set that includes Leadership Management, Investment Management, Securities Registrations 7, 63, 65 and more. Tim Barnard has 3 emails and 2 mobile phone numbers on RocketReach.
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