Timothy Dobler
Timothy Dobler is a registered investment advisor at Cetera Investment Advisers LLC, based in Lodi, CA, with 28 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
Firm Size
IM Fee
Assets Under Management
Location
312A S. Crescent Ave, Lodi, CA, 95240
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy owns AFM Services, providing tax, bookkeeping, business consulting, and payroll services, dedicating nearly full-time hours. He also owns Tax Management Services, offering tax preparation and bookkeeping, and sells Medicare supplements and owns rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
H.D. Vest Investment ServicesBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 states
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