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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Advantis Advisors 3 years, 4 months Jun 2016 - Present
Mdtb LLC 3 years, 9 months Jan 2016 - Present
United Planners' Financial Services of America 4 years Oct 2015 - Present
Steven K Timbal 4 years Oct 2015 - Present
Steven Timbal - Independent Insurance 11 years Oct 2008 - Present
Pruco Securities, LLC 8 years, 1 month Sep 2007 - Oct 2015
The Prudential Insurance Company of America 8 years, 1 month Sep 2007 - Oct 2015
Waterford Condos 14 years, 4 months Jun 2005 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Steven Timbal

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 14, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

United Planners' Financial Services of America A Limited Partner

Last updated on May 31, 2019
    • $3.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 21K
      Accounts
    • $155.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions