Unclaimed Profile

Timothy Jon Anderson

HALBERT HARGROVE GLOBAL ADVISORS, LLC·LONG BEACH, California

Series 6, Series 63, Series 65PFS22 years registeredHALBERT HARGROVE GLOBAL ADVISORS, LLC

111 WEST OCEAN BOULEVARD, LONG BEACH, CA 90802-7908CRD# 2362856Firm CRD# 105515

Profile Verification

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

Identity

Timothy Jon Anderson · LONG BEACH, CA

Registration

CRD #2362856 · HALBERT HARGROVE GLOBAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

HALBERT HARGROVE

Apr 2004 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · April 6, 2004

Years registered · 22

Professional designation · PFS

Disclosure History

2020Customer Dispute·Settled

2019Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HALBERT HARGROVE GLOBAL ADVISORS, LLC

CRD 105515 · SEC 801-33048

AUM

$3.2B

Regulatory assets under management

Employees

4,434 client accounts

Services offered by HALBERT HARGROVE GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HALBERT HARGROVE GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Jon Anderson offer?

Timothy Jon Anderson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.

What are Timothy Jon Anderson's credentials?

Timothy Jon Anderson holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Jon Anderson located?

Timothy Jon Anderson is based in LONG BEACH, California, working with HALBERT HARGROVE GLOBAL ADVISORS, LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.

How does Timothy Jon Anderson charge for services?

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

How large is HALBERT HARGROVE GLOBAL ADVISORS, LLC?

HALBERT HARGROVE GLOBAL ADVISORS, LLC has approximately 49 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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