Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Clairmont is an investment advisor representative associated with Cetera Investment Advisers LLC and has been in the industry since March 1997. Tim is registered with FINRA, the Securities and Exchange Commission (SEC), as well as 29 states in the U.S. Tim has a strong background in financial planning, portfolio management, and insurance. In addition to Cetera Investment Advisers, Tim is the owner of numerous businesses including ClearFP Franchising, LLC, and ClearFP Advisors, LLC. Tim is a frequent author and speaker on financial topics.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
01/03/2025 - Present
Cetera Investment Advisers LLC (Lake Oswego OR)
OR
01/03/2017 - 07/30/2021
LION STREET FINANCIAL, LLC (LAKE OSWEGO OR)
OR
03/24/1997 - 01/04/2017
WOODBURY FINANCIAL SERVICES, INC. (Lake Oswego OR)
TX
01/03/2017 - 01/03/2017
LION STREET FINANCIAL, LLC (AUSTIN TX)
IA
Issued 12/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 11/13/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/10/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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