Timothy
Anderson
Delta Investment Management, LLC
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About this Advisor
Timothy Anderson is a financial advisor who works in San Francisco, California who has 4 years of industry experience. Anderson is on the advisory team at Delta Investment Management, LLC. Throughout their career, Anderson has worked at Oppenheimer & Co. Inc, Stifel Nicolaus & Co Inc and Delta Investment Management, LLC. Anderson holds a Series 63 license, designating them as a securities representative, and is approved to work in California. Delta Investment Management, LLC is a financial advisory firm operating out of San Francisco, CA. The firm has offices in 10 locations and a total of 24 employees. It manages $532 million in assets under management between its 1,978 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 1,978 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely are based on the type of financial services provided. Fees charged by Delta Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Delta Investment Management, LLC Brokerage Details
$531,721,525
24
1,978
$268,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Timothy Anderson Work History
Timothy has been registered as a financial advisor for 4 years.*
Delta Investment Management, LLC
Stifel Nicolaus & Co Inc
Oppenheimer & Co. Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Delta Investment Management, LLC
Durango, CO
San Francisco, CA
San Francisco, CA
San Francisco, CA
Greenville, SC
Prescott, AZ
San Francisco, CA
Prescott, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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