MT
CFP
MT
CFP

Marilyn Timbers

31 Years of Experience
Old Greenwich, CT
BrokerSells Insurance

Marilyn Timbers is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Old Greenwich, CT, with 31 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

13 Arcadia Rd, Suite 17A, Old Greenwich, CT, 06870

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Marilyn sells fixed insurance products as an independent agent and also sells and services insurance, securities, and investment products through Timbers Financial Strategies. She also owns farmland that she leases and volunteers with several organizations, including teaching financial literacy and providing financial guidance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.Broker
January 2011 - June 2021 · 10 yrs 5 mos
Voya Financial Advisors, INC.
January 2011 - June 2021 · 10 yrs 5 mos
Ing Financial Advisers, LLC
August 2002 - January 2011 · 8 yrs 5 mos
Ing Financial Advisers, LLCBroker
January 2000 - January 2011 · 11 yrs
Spectrum Capital, INC.Broker
April 1998 - January 2000 · 1 yr 9 mos
Lm Financial Partners, INC.Broker
September 1996 - April 1998 · 1 yr 7 mos
Equity Brokerage Services, INC.Broker
December 1995 - September 1996 · 9 mos
Marketing One Securities, INC.Broker
March 1995 - November 1995 · 8 mos
Financial Network Investment CorporationBroker
April 1994 - March 1995 · 11 mos
State Registrations14 states
CACOCTFLILKSMAMDNYOHPARITNVA
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.
Marilyn Timbers - Financial Advisor | TrueAdvisor