TB
TB
Timothy Burdick
16 Years of Experience
Atlanta, GA
2 DisclosuresBroker
Timothy Burdick is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 16 years of industry experience. Timothy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
Atlanta, GA
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Regulatory History (2)
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Financial
June 2023Final
Financial
October 2022Final
Other Business Activities
Timothy is a financial professional at Carolina Capital Management, a financial services firm, since December 2024. He dedicates nearly full-time hours to this role, including about 10-20% of his time during trading hours, providing financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2025 - Present · 1 yr 7 mos
Cetera Wealth Services, LLC
January 2025 - Present · 1 yr 9 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Banc of America Investment Services, INC.Broker
September 2003 - December 2005 · 2 yrs 3 mos
Pruco Securities CorporationBroker
March 2002 - December 2002 · 9 mos
Pruco Securities CorporationBroker
October 1989 - February 2001 · 11 yrs 4 mos
The Prudential Insurance Company of AmericaBroker
October 1989 - December 1993 · 4 yrs 2 mos
State Registrations3 states
GANCSC
AdvisorBrokerBoth
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
No exam information available for this advisor.
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