Timothy
Reid
Cetera Investment Advisers LLC
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About this Advisor
Timothy Reid is a financial advisor operating out of High Point, North Carolina, with a total of 1 year of industry experience. Reid works at Cetera Investment Advisers LLC. Reid has gained experience at Avantax Investment Services, Inc, Payne Tax Group, Inc, Reid Tax Service, Avantax Advisory Services, Timothy Reid, Avantax Insurance Agency, LLC, Estate Of Wilma Farmer, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Reid maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Cetera Investment Advisers LLC is an advisory firm operating out of Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets under management between its 176,986 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. Cetera Investment Advisers LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on which service is offered. However, fee types billed by Cetera Investment Advisers LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Timothy Reid Work History
Timothy has been registered as a financial advisor for 1 years.*
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Avantax Insurance Agency, LLC
Timothy Reid
Avantax Advisory Services
Avantax Investment Services, Inc
Payne Tax Group, Inc
Payne Tax Group, Inc
Reid Tax Service
Estate Of Wilma Farmer
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Reid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
Anaheim, CA
Jacksonville, FL
Philadelphia, PA
Irvine, CA
Medford, OR
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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