TC
TC

Tim Clairmont

29 Years of Experience
Lake Oswego, OR
1 DisclosureBrokerSells Insurance

Tim Clairmont is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Oswego, OR, with 29 years of industry experience. Tim 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

15573 SW Bangy Rd Suite 100, Lake Oswego, OR, 97035

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History

Regulatory History (1)
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Customer Dispute
April 2004
Settled
Other Business ActivitiesSells Insurance

Tim sells fixed insurance products as an insurance agent since 1997. He also has several other business activities, including real estate ownership, running for political office, and owning several LLCs related to financial advising and intellectual property.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 6 mos
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 6 mos
Previous Registrations
Clearfp Securities, LLCBroker
June 2021 - January 2025 · 3 yrs 7 mos
Clearfp Advisors, LLC
October 2020 - January 2025 · 4 yrs 3 mos
Lion Street Advisors, LLC
January 2017 - July 2021 · 4 yrs 6 mos
Lion Street Financial, LLCBroker
January 2017 - July 2021 · 4 yrs 6 mos
Lion Street Financial, LLCBroker
January 2017 - January 2017 · 0 mos
Woodbury Financial Services, INC.
September 2001 - January 2017 · 15 yrs 4 mos
Woodbury Financial Services, INC.Broker
March 1997 - January 2017 · 19 yrs 10 mos
State Registrations30 states
AKALARAZCACOCTFLHIIAIDILMDMIMNMTNCNHNVNYOKORPAPRTNTXUTWAWIWY
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.
Tim Clairmont - Financial Advisor | TrueAdvisor