TE
CFP
TE
CFP
Timothy Evans is a CFP-designated registered investment advisor, based in Marietta, GA, with 39 years of industry experience.
Location
445 Manget St., Ste. 200, Marietta, GA, 30060
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2000Final
Other Business ActivitiesSells Insurance
Timothy is a CPA/Enrolled Agent/Tax Preparer as the sole owner of Timothy P Evans, CPA, PC, dedicating nearly full-time hours to this. He is also an independent insurance agent for various independent insurance companies and an advisory representative of a RIA, spending about 10-20% of his time in the latter role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
December 2020 - Present · 5 yrs 7 mos
Cambridge Investment Research Advisors, INC.
December 2020 - Present · 5 yrs 7 mos
Previous Registrations
Avantax Advisory Services
June 2016 - December 2020 · 4 yrs 6 mos
Avantax Investment Services, INC.Broker
September 2015 - December 2020 · 5 yrs 3 mos
Lakeview Capital Partners, LLC
May 2014 - August 2015 · 1 yr 3 mos
UBS Financial Services INC.
June 2011 - May 2014 · 2 yrs 11 mos
UBS Financial Services INC.Broker
June 2011 - May 2014 · 2 yrs 11 mos
Eagle Strategies LLC
August 2010 - May 2011 · 9 mos
Nylife Securities LLCBroker
August 2010 - May 2011 · 9 mos
Seidman Private Advisors LLC
February 2009 - May 2011 · 2 yrs 3 mos
Seidman Private Securities LLCBroker
January 2009 - June 2009 · 5 mos
Synovus Securities, INC.
August 2002 - January 2009 · 6 yrs 5 mos
Synovus Securities, INC.Broker
August 2001 - January 2009 · 7 yrs 5 mos
Robert Andrew Securities, INC.Broker
March 2001 - June 2001 · 3 mos
Creative Financial Group LTD
May 1995 - December 2008 · 13 yrs 7 mos
Mercer Allied Company, L.P.Broker
December 1994 - March 2001 · 6 yrs 3 mos
Mercer Allied CorporationBroker
December 1989 - December 1994 · 5 yrs
Kidder, Peabody & CO. IncorporatedBroker
July 1985 - January 1988 · 2 yrs 6 mos
Fsc Securities CorporationBroker
October 1984 - June 1985 · 8 mos
State Registrations2 states
GASC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.