Unclaimed Profile

Timothy Broadhead

STEELPOINT CAPITAL PARTNERS, LP·CARLSBAD, California

STEELPOINT CAPITAL PARTNERS, LP

2081 FARADAY AVE, CARLSBAD, CA 92008CRD# 6008229Firm CRD# 158405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Broadhead · CARLSBAD, CA

Registration

CRD #6008229 · STEELPOINT CAPITAL PARTNERS, LP

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Timothy Broadhead is a registered financial advisor based in CARLSBAD, California, affiliated with STEELPOINT CAPITAL PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STEELPOINT CAPITAL PARTNERS, LP

AUM

$52M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at STEELPOINT CAPITAL PARTNERS, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6008229

Firm CRD# 158405

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Broadhead offer?

Timothy Broadhead specializes in Retirement Planning. Contact their office in CARLSBAD, California for a consultation.

What are Timothy Broadhead's credentials?

Timothy Broadhead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Broadhead located?

Timothy Broadhead is based in CARLSBAD, California, working with STEELPOINT CAPITAL PARTNERS, LP. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Timothy Broadhead charge for services?

Timothy Broadhead's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEELPOINT CAPITAL PARTNERS, LP?

STEELPOINT CAPITAL PARTNERS, LP is a registered investment adviser with the SEC, managing $52M in regulatory assets under management. See their Form ADV for full details.

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