Timothy J. Shaner
Professional summary
Timothy Joel Shaner, who also goes by Tim Shaner, is a registered financial advisor currently at CAPITAL CONSULTANTS, LLC located in Burbank, California.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Timothy has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Joel Shaner's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 27, 2013 - Present
CAPITAL CONSULTANTS, LLC
April 17, 2002 - September 20, 2013
COMMONWEALTH FINANCIAL NETWORK
April 15, 2002 - September 20, 2013
COMMONWEALTH FINANCIAL NETWORK
October 10, 1994 - April 26, 2002
LUTHERAN BROTHERHOOD SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/27/2013)
Exams
Current Firm
CAPITAL CONSULTANTS, LLC
CRD#: 169549 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 4,794,769 |
Red Flags
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