TB
ChFC
TB
ChFC

Timothy Benner

30 Years of Experience
Williamsport, PA
1 DisclosureBrokerSells Insurance

Timothy Benner is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Williamsport, PA, with 30 years of industry experience. Timothy 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

1140 Sheridan Street, Williamsport, PA, 17701

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History

Regulatory History (1)
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Customer Dispute
November 2016
Denied
Other Business ActivitiesSells Insurance

Timothy is an independent insurance agent selling fixed insurance products since 1999, dedicating nearly full-time hours to this activity. He also serves as the Chief Operating Officer for The Comprehensive Financial Group and is an endowment committee member for a church, dedicating minimal time.

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
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2005 - June 2021 · 16 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2004 - June 2021 · 17 yrs 1 mo
Ing Financial Partners, INC.Broker
January 2004 - May 2004 · 4 mos
Locust Street Securities, INC.Broker
November 1999 - January 2004 · 4 yrs 2 mos
Metlife Securities INC.Broker
February 1996 - November 1999 · 3 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
February 1996 - November 1999 · 3 yrs 9 mos
State Registrations16 states
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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.