Timothy N Betts
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Financial Specialists LLCSep 2025 to now
- Farpointe Wealth Advisors LLCSep 2025 to now
- Moon Financial GroupMar 2025 to now
- Capital AnalystsOct 2023 to Mar 2025
- Lincoln InvestmentOct 2023 to Mar 2025
- LPL Financial LLCMay 2022 to Oct 2023
- Cuna Brokerage Services, Inc.Oct 2021 to Oct 2023
- Suncoast Credit UnionOct 2021 to Oct 2023
- Bank of America, N.A.Sep 2018 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 to Sep 2021
- Rocket Sign SuppliesApr 2018 to Jun 2018
- Branch Banking and TrustJan 2017 to Apr 2018
- Dealers Greatest AssetsAug 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6339997
- Firm CRD
- 105644