TL
TL

Timothy Lott

22 Years of Experience
Sparks, MD
BrokerSells Insurance

Timothy Lott is a registered investment advisor, based in Sparks, MD, with 22 years of industry experience.

Location

53 Loveton Circle, Suite 120, Sparks, MD, 21152

Get directions

History

Regulatory History
Clean regulatory record

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 partner at N/L Healthcare Advisory Accounting & Tax LLC, providing accounting and business advisory services, dedicating full-time hours to this role. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling approved insurance products, but spends minimal time on this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
July 2008 - October 2019 · 11 yrs 3 mos
1st Global Capital CORP.Broker
December 2007 - October 2019 · 11 yrs 10 mos
New England SecuritiesBroker
November 2003 - December 2007 · 4 yrs 1 mo
State Registrations5 states
CAFLMDPAVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Timothy Lott - Financial Advisor | TrueAdvisor