2007 -
2015 Branch Manager, Registered Principal, Investment Advisor @ J P Turner & Co
2004 -
2007 Branch Manager, Investment Advisor @
1995 -
2004 Investment Manager @
Tim Sweeney Education
University of California, San Diego
Bachelors (Political Science)
1978
-
1983
Tim Sweeney Skills
Investments
Alternative Investments
Wealth Management
Asset Management
Mutual Funds
Securities
Retirement Planning
Asset Allocation
Retirement Income Strategies
Financial Planning
Equities
Investment Advisory
Investment Strategies
Portfolio Management
Series 7
Estate Planning
401k
Long Term Care
Insurance
Wealth
Retirement
Stocks
Bonds
Risk Management
Annuities
ETFs
Series 24
Financial Advisory
Fixed Annuities
Retirement Income
Tim Sweeney Summary
Tim Sweeney, based in Santa Barbara, CA, US, is currently a Branch Manager, Registered Principal at Centaurus Financial, Inc.. Tim Sweeney brings experience from previous roles at Tremblay Financial, Estate Planning Team, J P Turner & Co and Brookstreet Securities Corp. Tim Sweeney holds a 1978 - 1983 Bachelors in Political Science @ University of California, San Diego. With a robust skill set that includes Investments, Alternative Investments, Wealth Management, Asset Management, Mutual Funds and more. Tim Sweeney has 2 mobile phone numbers on RocketReach.
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