Timur Mezhlumov is a CFP-designated registered investment advisor, based in Mckinney, TX, with 26 years of industry experience.
Location
Mckinney, TX
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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
Timur is involved in several outside business activities, including selling annuities and insurance products through Avantax Insurance Agency, providing accounting and tax preparation services through multiple entities, and acting as the primary financial advisor for Andre Wealth Management LLC. He also holds a passive partnership in Otis Carter Inc., a tax firm.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
MML Investors Services, LLC
MML Investors Services, LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
Brundyn Securities INC.Broker
Usallianz Investor Services, LLCBroker
H.D. Vest Investment ServicesBroker
State Registrations6 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.