Timothy Frank Mcfall
Investment adviser representative at Cetera Investment Advisers LLC
37 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$256.8BFirm 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
37 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- My Financial Compass, LLCAug 2022 to now
- US Capital Strategies, Inc.Apr 1989 to now
- Avantax Advisory ServicesNov 2022 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesNov 2022 to Sep 2025
- Avantax Investment Services, Inc.Nov 2022 to Sep 2025
- Avantax Insurance Agency, LLCNov 2022 to Nov 2022
- Independent Financial Group, LLCMay 2017 to Nov 2022
- Planmember Securities CorporationOct 2013 to May 2017
- Pesaloro, LtdSep 1998 to Jun 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (NV, WA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2128484
- Firm CRD
- 105644