TM
TM

Timothy Paul Miller

38 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

13548 Zubrick Road, Roanoke, IN, 46783

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2012. He is also the owner of Benchmark Financial Advisors, LLC, a DBA for financial services, and owner/managing partner of Baxter Services LLC, a real estate investment LLC, dedicating minimal time to the latter.

Employment History
Current Registrations
Org Partners
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - July 2024 · 1 yr 1 mo
Cetera Advisor Networks LLCBroker
November 2012 - July 2024 · 11 yrs 8 mos
Cetera Advisor Networks LLC
November 2012 - June 2023 · 10 yrs 7 mos
Wells Fargo Advisors, LLC
February 2010 - November 2012 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
February 2010 - November 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Citigroup Global Markets INC.Broker
February 2005 - June 2009 · 4 yrs 4 mos
Tbgc Advisors, LLC
January 2005 - March 2005 · 2 mos
Walnut Street Securities, INC.Broker
December 2004 - April 2005 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1997 - October 2004 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1987 - October 2004 · 17 yrs 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.