Timothy Dilley
Timothy Dilley is a registered investment advisor at Cetera Investment Advisers LLC, based in Wenatchee, WA, with 15 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
175 E. Penny Road, Suite 1, Wenatchee, WA, 98801
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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 a trustee for the K.Z. Irrevocable Trust, a financial advisor at CNC Financial Group, a partner at Penny Properties LLC, and a manager at Cordell, Neher & Co., PLLC (a CPA firm, taking nearly full-time). He also serves as treasurer for the Exchange Club of Wenatchee and sells insurance products through Avantax Insurance Agency, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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