Brian Curtis Timm
Investment adviser representative at Global Financial Private Client
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$828.3MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Global Financial Private ClientJun 2020 to now
- AssetmarkApr 2019 to May 2020
- Global Financial Private CapitalJul 2010 to Apr 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Financial Private Client
Legal name: Global Financial Private Client, LLC
$828.3MAssets managed
140Clients
5Advisers
8 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
- 6544776
- Firm CRD
- 290006