Timothy Hintzoglou
Timothy Hintzoglou is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Walnut Creek, CA, with 27 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
175 Lennon Lane, #205, Walnut Creek, CA, 94598
Get directionsHistory
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 is a director/officer of a non-profit organization, ARM of Care, Inc. He also has the ability to sell various annuity and insurance products through Avantax Insurance Agency LLC, and spends full-time hours in tax preparation and accounting services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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.