Unclaimed Profile

Timothy John Wahl

THE INVESTMENT HOUSE LLC·REDONDO BEACH, California

Series 7, Series 63Clean record26 years registeredTHE INVESTMENT HOUSE LLC

210 AVENUE I, REDONDO BEACH, CA 90277CRD# 2326669Firm CRD# 163493

Profile Verification

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

Identity

Timothy John Wahl · REDONDO BEACH, CA

Registration

CRD #2326669 · THE INVESTMENT HOUSE LLC · 26 years registered

Brand Profile

Not yet started

Career History

THE INVESTMENT HOUSE LLC

May 2012 – present

FIRST WESTERN INVESTMENT MANAGEMENT, INC.

Sep 2009 – May 2012

LOS ANGELES, CA

GKM ADVISERS, LLC

Aug 2003 – Aug 2009

LOS ANGELES, CA

GKM ADVISERS INC.

Apr 2000 – Aug 2003

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 14, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE INVESTMENT HOUSE LLC

CRD 163493 · SEC 801-76547

AUM

$1.6B

Regulatory assets under management

Employees

516 client accounts

Services offered by THE INVESTMENT HOUSE LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at THE INVESTMENT HOUSE LLC →

Introduction

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Frequently Asked Questions

What services does Timothy John Wahl offer?

Timothy John Wahl specializes in Investment Management, Retirement Planning. Contact their office in REDONDO BEACH, California for a consultation.

What are Timothy John Wahl's credentials?

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

Where is Timothy John Wahl located?

Timothy John Wahl is based in REDONDO BEACH, California, working with THE INVESTMENT HOUSE LLC. Their office serves clients in the REDONDO BEACH metropolitan area and surrounding communities.

How does Timothy John Wahl charge for services?

Timothy John Wahl'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 THE INVESTMENT HOUSE LLC?

THE INVESTMENT HOUSE LLC has approximately 10 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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