TG
Timothy L. Garber
UNITED ADVISOR GROUP
Murrayville, GA
Some features on this profile are disabled
CRD#: 4139120
TG
Professional summary
Timothy Lee Garber, who also goes by Tim Garber, Timothy L Garber, is a registered financial advisor currently at UNITED ADVISOR GROUP located in Murrayville, Georgia.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Timothy has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Garber | Timothy L Garber
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Lee Garber'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®
NoneExperience
Current
December 16, 2025 - Present
UNITED ADVISOR GROUP
RIA
CRD#: 324205
Murrayville, GA
Past
August 15, 2006 - December 23, 2025
STIFEL INDEPENDENT ADVISORS, LLC
RIA
CRD#: 28218
MURRAYSVILLE, GA
Past
August 14, 2006 - December 23, 2025
STIFEL INDEPENDENT ADVISORS, LLC
BD
CRD#: 28218
MURRAYSVILLE, GA
Past
December 17, 2004 - August 23, 2006
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
VERO BEACH, FL
Past
November 15, 2004 - August 23, 2006
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
VERO BEACH, FL
Past
April 1, 2004 - November 10, 2004
STIFEL INDEPENDENT ADVISORS, LLC
BD
CRD#: 28218
ST. LOUIS, MO
Past
September 8, 2000 - April 14, 2004
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
WESTLAKE VILLAGE, CA
Past
May 8, 2000 - September 8, 2000
INVESTORS BROKERAGE SERVICES, INC.
BD
CRD#: 4257
ELGIN, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH SYNC PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TREVINO FINANCIAL GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PQX PLANNING & WEALTH MANAGEMENT | PLUM CREEK WEALTH ADVISORS | ORCUTT COMPANIES | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MODERN WEALTH METHODS | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | JOSEPH WEALTH MANAGEMENT | IRONSIDE STRATEGIES | INSIGHT WEALTH MANAGEMENT | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CONFIDENCE FINANCIAL | CAPITAL T PARTNERS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)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
Georgia(12/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH SYNC PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TREVINO FINANCIAL GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PQX PLANNING & WEALTH MANAGEMENT | PLUM CREEK WEALTH ADVISORS | ORCUTT COMPANIES | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MODERN WEALTH METHODS | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | JOSEPH WEALTH MANAGEMENT | IRONSIDE STRATEGIES | INSIGHT WEALTH MANAGEMENT | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CONFIDENCE FINANCIAL | CAPITAL T PARTNERS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
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Contact information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,875 |
| AUM (Assets Under Management) | $ 1,091,628,945 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
