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Timothy Lewis

10 Years of Experience
Tucson, AZ
Broker

Timothy Lewis is a registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, with 10 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

1610 E River Rd Ste 116, Tucson, AZ, 85718

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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 Activities

Timothy operates under two DBAs: Wilde Wealth Management Group and JRS Wealth Management Group, both for financial services. He dedicates full-time hours to these investment-related activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
January 2021 - Present · 5 yrs 8 mos
Cetera Advisors LLC
January 2021 - Present · 5 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
January 2021 - March 2024 · 3 yrs 2 mos
Edward Jones
October 2015 - January 2021 · 5 yrs 3 mos
Edward JonesBroker
September 2015 - January 2021 · 5 yrs 4 mos
State Registrations13 states
AZCOCTFLILMNMONMNVORPATXWA
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 Lewis - Financial Advisor | TrueAdvisor