TC
TC

Timothy Curran

24 Years of Experience
Norman, OK
BrokerSells Insurance

Timothy Curran is a registered investment advisor at Cetera Investment Advisers LLC, based in Norman, OK, with 24 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

717 Wall Street, Norman, OK, 73069

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Timothy is an independent insurance agent since 2009, focusing on fixed insurance sales. He is also the owner of Curran Financial Solutions and a senior partner at Jones Financial Partners, both involved in selling insurance and securities products; these activities take up nearly all of Timothy's 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.
April 2017 - June 2021 · 4 yrs 2 mos
Voya Financial Advisors, INC.Broker
April 2005 - June 2021 · 16 yrs 2 mos
MML Investors Services, INC.Broker
May 2002 - April 2005 · 2 yrs 11 mos
Mutual of Omaha Investor Services, INC.Broker
August 2001 - June 2002 · 10 mos
State Registrations6 states
ARFLMSOKTXWV
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.