Timothy Nolan Bearden
Investment adviser representative at Newedge Advisors
22 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$43.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Newedge AdvisorsJun 2024 to now
- LPL Financial LLCJun 2024 to now
- Plus FinancialJan 2015 to now
- Stonebridge Financial Partners, LLCJun 2004 to now
- Cetera Investment Advisers LLCJun 2023 to Jun 2024
- Cetera Advisor Networks LLCJan 2017 to Jun 2024
- Cwm LLCOct 2014 to Jun 2024
- LPL Financial LLCMay 2004 to Jan 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 3 states (MI, NH, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1926320
- Firm CRD
- 171351