TL
Timothy Lonergan
from Westmount Asset Management, LLC
Timothy Lonergan is a financial advisor based in California, Los Angeles,
with 11 years of experience. Timothy currently works for
Westmount Asset Management, LLC.
Timothy maintains a S66 license (Uniform Combined State 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Timothy Lonergan works at Westmount Asset Management, LLC
Westmount Asset Management, LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $3,030,887,852 of assets under management and employs about 39 people. Westmount Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
2049 Century Park East, Suite 2500, Los Angeles, California, 90067
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting