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Timothy Lyons
16 Years of Experience
Caro, MI
1 DisclosureBroker
Timothy Lyons is a registered investment advisor at Cetera Investment Advisers LLC, based in Caro, MI, with 16 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1111 West Caro Road, Caro, MI, 48723
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Regulatory History (1)
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Customer Dispute
March 2016Settled
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2020 - Present · 5 yrs 7 mos
Cetera Investment Services LLCBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Chase Investment Services CORP.Broker
May 2009 - September 2011 · 2 yrs 4 mos
State Registrations3 states
FLMITX
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.