Timothy Burns
Timothy Burns is a registered investment advisor at Cetera Investment Advisers LLC, based in Rancho Cucamonga, CA, with 21 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
9620 Center Avenue, Suite 160, Rancho Cucamonga, CA, 91730
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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 Burns Financial Services, where he meets with clients to discuss investment strategies, dedicating about a quarter of his time. He also sells insurance through Avantax, works as an owner/CPA at Burns & Johnston CPAs (full-time), and is involved in EIA sales/service.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations12 states
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