Tim Barnard
Team Lead @Schwab Advisor Services
Oceanside, CA, US
EMAILS
t••••••••@schwab.com
MOBILE NUMBERS
+17•••••••83
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WORK HISTORY
Apr 2023 — Present
Team Lead @Schwab Advisor Services
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San Diego County, CA, US
SKILLS
MarketingSeries 63Retirement PlanningWealth ManagementRetirementInvestmentsSeries 65Sales65Fixed AnnuitiesFinanceSeparately Managed AccountsVariable AnnuitiesSeries 763Securities Registrations 7Financial AdvisoryAsset AllocationMutual Funds
ABOUT TIM BARNARD
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