Timothy O'connell is a CFP-designated registered investment advisor, based in Bethel, CT, with 29 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2 Stony Hill Road, Suite 208, Bethel, CT, 06801
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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
Timothy is an agent at a non-MMLIA insurance brokerage since 2017, dedicating a few hours per week to individual life insurance. He is also a co-owner of Financial Guide Solutions, LLC for pass-through compensation, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Dru Stock, INC.Broker
State Registrations23 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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