Timothy Bryan Reid
Investment adviser representative at Cetera Investment Advisers LLC
38 yearsExperience
1 stateRegistered 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
38 years in the industry.
- Cetera Investment Advisers LLCAug 2022 to now
- Cetera Financial Specialists LLCAug 2022 to now
- Avantax Insurance Agency, LLCNov 2019 to now
- Timothy ReidNov 2018 to now
- Avantax Advisory ServicesJan 2016 to now
- Avantax Investment Services, Inc.Apr 2012 to now
- Payne Tax Group, Inc.Feb 2006 to now
- Reid Tax ServiceJan 1988 to now
- Estate of Wilma FarmerNov 2018 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6059593
- Firm CRD
- 105644