Timothy
Cazalas
Avantax Advisory Services
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About this Advisor
Timothy Cazalas is a financial advisor operating out of Corpus Christi, Texas who has 18 years of industry experience. Cazalas is an employee of Avantax Advisory Services. Over the course of their career, Cazalas has held roles at Alan Lucke & Assoc, Ct&S Properties, Avantax Investment Services, Inc, Avantax Advisory Services, Cazalas & Hunter, P.C, Tlc Resources LLC and Stone Minerals, LLC. Cazalas maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Avantax Advisory Services is a financial advisory business that has its headquarters in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets across its 123,393 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets. Avantax Advisory Services offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on which services the firm provides the client. However, fees charged by Avantax Advisory Services can consist of some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Timothy Cazalas Work History
Timothy has been registered as a financial advisor for 18 years.*
Tlc Resources LLC
Stone Minerals, LLC
Cazalas & Hunter, P.C
Avantax Investment Services, Inc
Avantax Advisory Services
Alan Lucke & Assoc
Ct&S Properties
*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 Cazalas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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