Timothy
Mansell

Pfg Advisors

CRD#1628176
Investment Advisor
in Alameda, CA

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About this Advisor

Timothy Mansell is a financial advisor based in Alameda, California, working with Pfg Advisors. Timothy has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Timothy is part of Pfg Advisors, which operates out of Alameda, California. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 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, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Alameda, CA

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

CA Average: $1,555,372,352
Total Number of Employees

115

CA Average: 37
Total Number of Accounts

11,752

CA Average: 1,370
Average Account Size

$198,543

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Timothy Mansell Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 years)

Pfg Advisors

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Timothy Mansell 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 Pfg Advisors

Tyler Grantham
Phoenix, AZ
Mark Nickles
Phoenix, AZ
Bridgette Gavagan
Glendale, AZ
Chad Walker
Phoenix, AZ
Ramona Maior
Phoenix, AZ
Eric Stelnick
Valencia, CA
Andrew Van Dyke
Eagle, ID
Timothy Mansell
Alameda, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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