Timothy Watson
Timothy Watson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 22 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
7222 Commerce Ctr Dr, Ste 108, Colorado Springs, CO, 80919
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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/broker for ASH Brokerage, selling fixed insurance products, and spends minimal time on this activity. He is also a partner at EverOak Wealth Co., LLC, dedicating full-time hours to financial services, and a board member of EverOak Foundation, a non-profit, spending minimal time on oversight.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations34 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.