Irene Timmons has been an investment adviser representative at Monarch Wealth Strategies since October 2020, and is not listed among the firm’s executive officers or direct owners.
Monarch Wealth Strategies is a Santa Barbara, CA firm with $463M under management, 396 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Irene Timmons is Wealth Advisor of Monarch Wealth Strategies. She has nearly two decades of experience in the financial services industry. She works with individuals and families on financial planning and long-term investment strategies, including guiding clients through major transitions such as divorce or retirement.
Irene Timmons’ longest registration is the current one, 6 years at Monarch Wealth Strategies since 2020. Before joining Monarch Wealth Strategies in 2020, Irene Timmons was registered through LPL Financial LLC.
- Monarch Wealth StrategiesCurrent– present · 6 yearsSanta Maria, CA · Adviser representative · Firm CRD 136029
- LPL Financial LLC– · under a yearSanta Maria, CA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Monarch Wealth Strategies
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Irene Timmons is registered as an investment adviser representative in California, since October 2020.
- CaliforniaSince 13 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 1 February 2024 |
| Series 66 | Uniform Combined State Law Examination | 21 May 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 7 February 2006 |
| Series 7 | General Securities Representative Examination | 7 November 2005 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Irene Therese Timmons
- CRD
- 4719084
- Firm
- Monarch Wealth Strategies · CRD 136029
- Office
- 2151 South College Drive, Suite 204, Santa Maria, CA 93455
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mwsus.com
Where does Irene Timmons work?
Irene Timmons is an investment adviser representative registered through Monarch Wealth Strategies since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Irene Timmons a financial advisor?
Yes. Irene Timmons has a current investment-adviser registration in California, through Monarch Wealth Strategies since October 2020.
How many years of experience does Irene Timmons have?
Irene Timmons has 20 years in the financial industry, since November 2005, across 2 adviser firms.
What exams has Irene Timmons passed?
Irene Timmons has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 7TO. The earliest, the Series 7, was passed in November 2005. FINRA credited Irene Timmons with the SIE, which began in October 2018.
Where is Irene Timmons based?
Irene Timmons’ registered office is in Santa Maria, CA.
Is Irene Timmons registered with FINRA?
No. Irene Timmons has no current broker registration.
How can I verify Irene Timmons’ record?
Search CRD 4719084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Irene Timmons’ full registration record.
