TB
TB

Timothy Bennion

13 Years of Experience
Eugene, OR
Broker

Timothy Bennion is a registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 13 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

79 Centennial Loop, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Timothy is the owner of Tim K Bennion CPA, LLC, dedicating nearly full-time hours to tax preparation and accounting. He also has several other business activities including board memberships, commercial real estate leasing, and financial services through Bennion Financial.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2020 - Present · 6 yrs 1 mo
Cetera Financial Specialists LLCBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Avantax Advisory Services
January 2013 - June 2020 · 7 yrs 5 mos
Avantax Investment Services, INC.Broker
September 2012 - June 2020 · 7 yrs 9 mos
State Registrations11 states
AKAZCACOIDMANVORTXWAWV
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 Bennion - Financial Advisor | TrueAdvisor