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Timothy Bonner

13 Years of Experience
Woodstock, GA
BrokerSells Insurance

Timothy Bonner is a registered investment advisor at Cetera Investment Advisers LLC, based in Woodstock, GA, 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

233 Arnold Mill Rd Suite 400, Woodstock, GA, 30189

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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 ActivitiesSells Insurance

Timothy is an insurance agent selling life, disability, fixed annuities, and long-term care insurance since 2021. He also works as a financial professional for Totus Wealth Management, dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Advisors LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
August 2023 - March 2024 · 7 mos
MML Investors Services, LLC
August 2015 - September 2023 · 8 yrs 1 mo
MML Investors Services, LLCBroker
October 2014 - September 2023 · 8 yrs 11 mos
Nylife Securities LLCBroker
November 2012 - October 2014 · 1 yr 11 mos
State Registrations6 states
ALCOFLGAOHTN
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.