Timothy Sutherland
Timothy Sutherland is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in York, PA, with 22 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
230 N George St, York, PA, 17401
Get directionsHistory
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.
Exams
More Advisors
- Kristin Hershey, CFPCambridge Investment Research Advisors, INC.
- Emily Weaver, CFPLPL Financial LLC
- Michael Summers, CFPInvestment Research CORP
- David Morais, CFPRkl Private Wealth
- Scott Ehrig, CFPRkl Private Wealth
- Holly Mayer, CFPJanney Montgomery Scott LLC