Timothy James Warren
Investment adviser representative at Private Advisor Group, LLC
34 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- Channel Islands Tax & Wealth ManagementJan 2026 to now
- LPL Financial LLCJan 2026 to now
- Timothy J Warren, CpaAug 1992 to now
- Mariner Independent Advisor NetworkJan 2026 to Jul 2026
- Cetera Investment Advisers LLCSep 2025 to Jan 2026
- Cetera Wealth Services, LLCSep 2025 to Jan 2026
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Insurance Agency, LLCOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Avantax Insurance Services, Inc.Feb 2005 to Sep 2025
- Warren Wealth ManagementJan 2005 to Jan 2026
- 1st Global Advisors, IncAug 2000 to Oct 2019
- 1st Global Capital CorpDec 1999 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4093611
- Firm CRD
- 155216