Unclaimed Profile

Timothy Patrick Millar

MILLAR, TIMOTHY, PATRICK·FREMONT, California

SIE, Series 7, Series 24, Series 51, Series 63, Series 65CFPClean record17 years registeredMILLAR, TIMOTHY, PATRICK

39560 STEVENSON PLACE, SUITE 115, FREMONT, CA 94539-3074CRD# 1635753Firm CRD# 136334

Profile Verification

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

Identity

Timothy Patrick Millar · FREMONT, CA

Registration

CRD #1635753 · MILLAR, TIMOTHY, PATRICK · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MILLAR, TIMOTHY, PATRICK

MILLAR FINANCIAL

Jun 2009 – Dec 2016

FREMONT, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · June 1, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MILLAR, TIMOTHY, PATRICK

CRD 136334 · SEC 801-64509

AUM

$68M

Regulatory assets under management

Employees

260 client accounts

Services offered by MILLAR, TIMOTHY, PATRICK

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Timothy Patrick Millar offer?

Timothy Patrick Millar specializes in Financial Planning, Investment Management.

What are Timothy Patrick Millar's credentials?

Timothy Patrick Millar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Patrick Millar located?

Timothy Patrick Millar is based in FREMONT, California, last registered with MILLAR, TIMOTHY, PATRICK.

How does Timothy Patrick Millar charge for services?

Timothy Patrick Millar's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MILLAR, TIMOTHY, PATRICK?

MILLAR, TIMOTHY, PATRICK has approximately 1 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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