Timothy Cazalas
Timothy Cazalas is a registered investment advisor at Cetera Investment Advisers LLC, based in Corpus Christi, TX, 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
Firm Size
IM Fee
Assets Under Management
Location
6401 Calais St, Corpus Christi, TX, 78414
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is the President of Cazalas & Hunter, P.C., providing tax and accounting services full-time since 2015. He also owns Stone Minerals, LLC and TLC Resources LLC, both involved in oil/gas exploration, dedicating minimal time to each. Timothy also performs check writing services for an accounting client, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Securities America, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations12 states
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