Timothy Mcdaniel
Timothy Mcdaniel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Danville, KY, with 23 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
213 W. Main Street, Danville, KY, 40422
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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 is an agent for Avantax Insurance Agency, selling annuities, and an independent insurance agent for Anthem and Bluegrass Family Health, selling health insurance. He also owns rental property and McDaniel Wealth Management, PLLC, where he provides accounting and tax preparation services, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations28 states
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