Timothy
Harvey
The Mather Group, LLC
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About this Advisor
Timothy Harvey is a financial advisor based in Lafayette, California, working with The Mather Group, LLC. Timothy has previously held positions at Pathway Financial Advisors, LLC, Brownson, Rehmus & Foxworth, Bordeaux Wealth Advisors LLC, Hc Financial Advisors Inc, and The Mather Group, LLC. Timothy has passed the Series 66 regulatory exam and is registered to provide services in California and Illinois. Currently, Timothy is part of The Mather Group, LLC, which operates out of Lafayette, California. The firm has 62 offices and 163 employees. The firm manages assets totaling $10.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Mather Group, LLC Brokerage Details
$10,508,543,012
163
15,974
$657,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Timothy Harvey Work History
The Mather Group, LLC
Hc Financial Advisors Inc
Bordeaux Wealth Advisors LLC
Brownson, Rehmus & Foxworth
Pathway Financial Advisors, LLC
Disclosures
Please visit the SEC profile of Timothy Harvey 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 The Mather Group, LLC
Chicago, IL
Chicago, IL
Lafayette, CA
Houston, TX
Chicago, IL
Cincinnati, OH
Chicago, IL
Chicago, IL
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