Timothy Figueroa

from Axxcess Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Timothy Figueroa is a financial advisor based in California, Carlsbad, with 14 years of experience. Timothy currently works for Axxcess Wealth Management, LLC. Timothy maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Timothy Figueroa works at Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC is a financial advisory firm based in Carlsbad, California. It currently has approximately $2,748,214,415 of assets under management and employs about 82 people. Axxcess Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
6005 Hidden Valley Road, Suite 290, Carlsbad, California, 92011

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