Timothy Sutherland is a CFP-designated registered investment advisor, based in York, PA, with 22 years of industry experience.
Location
230 N George St, York, PA, 17401
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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 independent insurance agent for various companies since 2013, dedicating a few hours per week to this activity. He also provides royalty administration and management services to wealth management clients and is an advisory representative of a RIA, spending a significant amount of time on these activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
H. Beck, INC.Broker
H. Beck, INC.
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
State Registrations20 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.