Tim received his Bachelor of Science in Business Administration degree with dual concentrations in Finance and Operations Management from Boston University and graduated from University of California, Irvine with a Master of Business Administration degree.
Tim has over 20 years of experience in the financial services industry. Tim currently holds Series 7, 66, and 24 FINRA registrations. He also holds a California State Insurance License.
Anchor Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Anchor Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Anchor Wealth Management, LLC unless a client service agreement is in place.
Anchor Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Anchor Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Anchor Wealth Management, LLC unless a client service agreement is in place. Check the background of this investment professional on Investment Adviser Public Disclosure website.CA Insurance License # 0D79570.
© 2023 Anchor Wealth Management, LLC. All rights reserved.
