TG
CFP
TG
CFP

Timothy Gonzales

20 Years of Experience
Salisbury, MD
BrokerSells Insurance

Timothy Gonzales is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Salisbury, MD, with 20 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

953 Mt Hermon Rd, Salisbury, MD, 21804

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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.

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Other Business ActivitiesSells Insurance

Timothy works as a financial professional for CFS, Inc. (Comprehensive Financial Solutions, Inc.), dedicating about a quarter of his time, and is also involved with Crimesolvers of the Lower Eastern Shore as President and Quality Advocates as Treasurer. Timothy also sells fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
January 2022 - March 2024 · 2 yrs 2 mos
Pks Investment Advisors LLC
November 2012 - January 2022 · 9 yrs 2 mos
Infinex Investments, INC.Broker
December 2009 - November 2012 · 2 yrs 11 mos
Infinex Investments, INC.
December 2009 - November 2012 · 2 yrs 11 mos
Wells Fargo Advisors, LLC
January 2008 - December 2009 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - December 2009 · 1 yr 11 mos
A. G. Edwards & Sons, INC.
September 2005 - January 2008 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
September 2005 - January 2008 · 2 yrs 4 mos
State Registrations14 states
ALCACODCDEFLMDMONCNVPASCTXVA
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 Gonzales - Financial Advisor | TrueAdvisor