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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Horton is a financial advisor with Cetera Investment Advisers LLC. Timothy has been in the financial services industry since April 1992. Timothy currently holds a Series 7 and Series 63 license and is registered with the state of California. Timothy works with a variety of clients, including high-net-worth individuals, pension and profit sharing plans, corporations, and individuals other than high-net-worth. Timothy provides a variety of advisory services, including financial planning, portfolio management, and pension consulting.
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.
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CA
11/12/2020 - Present
Cetera Investment Advisers LLC (NAPA CA)
CA
10/18/2006 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NAPA CA)
CA
03/30/1992 - 09/22/2006
A. G. EDWARDS & SONS, INC. (NAPA CA)
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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