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WT

William A. Timmerman

XNERGY FINANCIAL LLC
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 5532260
WT

Professional summary

William Arthur Timmerman, who also goes by Bill Timmerman, is a registered financial professional currently at XNERGY FINANCIAL LLC located in Los Angeles, California.

William is registered as a RR (Registered Representative) and started their career in finance in 2008. William has worked at 1 firm and has passed the Series 63, Series 79TO, SIE, Series 62 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bill Timmerman

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Arthur Timmerman'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

October 13, 2008 - Present

XNERGY FINANCIAL LLC

Office #1: 1801 Century Park East 25th Floor, Los Angeles, CA, 90067
BD
CRD#: 144436
Los Angeles, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/22/2008)

Exams

State Security Law Exam
RR
Series 63
Date: 10/21/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 62
Date: 6/6/2008
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/12/2014
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

XF
XNERGY FINANCIAL LLC
XNERGY FINANCIAL CORPORATION | XNERGY FINANCIAL LLC

CRD#: 144436 / SEC#: , 8-67655

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
1801 Century Park East 25th Floor, Los Angeles, CA, 90067
Mailing Address
1801 Century Park East 25th Floor, Los Angeles, CA, 90067
Phone number
(310) 552-0000
Established
California since 12/15/2008
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
XNERGY, LLCSHAREHOLDER
JACOBS, MARK STUARTCEO2295215
KODMAN, EDWARD GRANTFINOP8163156
SOBCZAK, AMRICCHIEF COMPLIANCE OFFICER6752202
STEFANY, NIAFOUNDER5406554

Disclosures

Regulatory Event1

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.

Company Information

XNERGY FINANCIAL LLC

CRD#: 144436Los Angeles, CA 90067

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