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Tim Daniel Clairmont

Investment adviser representative at Cetera Investment Advisers LLC
29 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business

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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

29 years in the industry.

  1. Cetera Wealth Services, LLCJan 2025 to now
  2. Tdc TLS DivisionDec 2024 to now
  3. Tim Clairmont - Referral Source for Nashconsulting GroupApr 2024 to now
  4. Cetera Investment Advisers LLCJan 2024 to now
  5. Goshawk Ventures, LLCAug 2023 to now
  6. Stone Ridge Ventures, LLCAug 2023 to now
  7. Cac Property Management, LLCApr 2021 to now
  8. Clear Investment Properties, LLCJun 2018 to now
  9. Clearfp Ip, LLCJul 2017 to now
  10. Clearfp Franchising, LLCApr 2017 to now
  11. Tim Clairmont - Author/speakerJan 2014 to now
  12. Clear Financial Partners, Inc.Jan 2012 to now
  13. Clearfp Securities, LLCDec 2020 to Feb 2026
  14. Clearfp Advisors, LLCAug 2020 to Mar 2026
  15. Lion Street AdvisorsJan 2017 to Jul 2021
  16. Lion Street FinancialJan 2017 to Jul 2021
  17. Fortis Investors, Inc./ Woodbury Financial Services, Inc.May 1997 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 2 states (OR, TX).

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
2847591
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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