Timothy N. Kuns

ADVANTAGE FINANCIAL CONSULTANTS

Camarillo, CA

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CRD#: 1003204

Professional summary

Timothy Neil Kuns is a registered financial advisor currently at ADVANTAGE FINANCIAL CONSULTANTS located in Camarillo, California.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Timothy has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sole proprietor - Tax Preparer, approx. 40-60 hrs/mo during tax season, 2-3 hrs/during trading hours. Instructor (employee) - California State University Northridge,24-48 hrs/mo during semester, 2-3hrs twice/week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Neil Kuns's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 18, 2019 - Present

ADVANTAGE FINANCIAL CONSULTANTS

RIA

CRD#: 136441

Camarillo, CA

Past

June 12, 1984 - October 20, 1997

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

August 21, 1981 - July 10, 1984

LPL FINANCIAL LLC

CRD#: 6413

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/18/2019)

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Exams

State Security Law Exam

Series 63

Date: 7/17/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/15/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/28/1983

General Securities Principal Examination

Current Firm

ADVANTAGE FINANCIAL CONSULTANTS

ADVANTAGE FINANCIAL CONSULTANTS | KUNS, TIMOTHY NEIL

CRD#: 136441 / SEC#:

California

Registered Investment Advisory firm - (8/12/1991 Approved)

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Contact information

Main Address

Camarillo, CA

Mailing Address

P.o. Box 670, Camarillo, CA 93011-0670

Phone number

(805) 302-6040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 5,066,889

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy N. Kuns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Neil Kuns's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANTAGE FINANCIAL CONSULTANTS

TITAN/VALUE EQUITIES GROUP, INC.

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/17/1986

Series 7

Date: 8/15/1981

Series 24

Date: 11/28/1983

Current Firm

ADVANTAGE FINANCIAL CONSULTANTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANTAGE FINANCIAL CONSULTANTS

TRUST BUT VERIFY

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