Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Evans is a financial advisor with over 30 years of experience in the financial services industry. Timothy is a Certified Financial Planner™ and has been registered with the state of Georgia since 1984. He is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked at several other firms, including AVANTAX INVESTMENT SERVICES, INC., UBS FINANCIAL SERVICES INC. and NYLIFE SECURITIES LLC. Timothy specializes in financial planning and portfolio management for individuals and businesses. He also offers a range of other services, including pension consulting, educational seminars and market timing services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
12/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Marietta GA)
GA
09/23/2015 - 12/08/2020
AVANTAX INVESTMENT SERVICES, INC. (Marietta GA)
GA
06/03/2011 - 05/20/2014
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
08/02/2010 - 05/25/2011
NYLIFE SECURITIES LLC (JOHNS CREEK GA)
NY
01/23/2009 - 06/15/2009
SEIDMAN PRIVATE SECURITIES LLC (NEW YORK NY)
GA
08/01/2001 - 01/02/2009
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
GA
03/15/2001 - 06/13/2001
ROBERT ANDREW SECURITIES, INC. (ATLANTA GA)
NY
12/09/1994 - 03/15/2001
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
12/05/1989 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
NA
07/24/1985 - 01/04/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
10/26/1984 - 06/05/1985
FSC SECURITIES CORPORATION
IA
Issued 07/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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