AdvisorOS Directory
Claim Profile
TB

Timothy Patrick Burns

LOMBARD INVESTMENTS, INC.·DALY CITY, California
Unclaimed Profile
950 JOHN DALY BOULEVARD, DALY CITY, CA 94015-3004CRD# 6515134Firm CRD# 157418
01

About

Timothy Patrick Burns is a registered financial advisor based in DALY CITY, California, affiliated with LOMBARD INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LOMBARD INVESTMENTS, INC.
LOMBARD
AUM
$224M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LOMBARD INVESTMENTS, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6515134
Firm CRD# 157418
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALY CITY?

Browse all registered financial advisors in DALY CITY, California or claim this profile if it's yours.

Browse DALY CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy Patrick Burns offer?
Timothy Patrick Burns specializes in Retirement Planning. Contact their office in DALY CITY, California for a consultation.
What are Timothy Patrick Burns's credentials?
Timothy Patrick Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Patrick Burns located?
Timothy Patrick Burns is based in DALY CITY, California, working with LOMBARD INVESTMENTS, INC.. Their office serves clients in the DALY CITY metropolitan area and surrounding communities.
How does Timothy Patrick Burns charge for services?
Timothy Patrick Burns'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 LOMBARD INVESTMENTS, INC.?
LOMBARD INVESTMENTS, INC. has approximately 9 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DALY CITY
Pote Punyagupta Videt — LOMBARD INVESTMENTS, INC.Jr. Thomas Smith — LOMBARD INVESTMENTS, INC.Scott Piercy Sweet — LOMBARD INVESTMENTS, INC.Peter Henry Sullivan — LOMBARD INVESTMENTS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile