Tim Toland
Tim Toland is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sylvania, OH, with 42 years of industry experience. Tim is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5800 Monroe St Building A, Ste 4, Sylvania, OH, 43560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tim is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2018. He also works as a financial advisor for Vantage Financial Group, Inc., dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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