Timothy Cazalas (CRD# 4294794) is an Investment Advisor Representative working at Avantax Advisory Services in Corpus Christi, TX and has over 22 years of experience in the finance industry.
CRD# 6713927
Edward Jones
CRD# 4385180
Missionsquare Retirement
CRD# 858040
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tlc Resources LLC | Corpus Christi, TX | Jul 2019 - Current | 4 |
Stone Minerals, LLC | Corpus Christi, TX | Dec 2018 - Current | 5 |
Cazalas & Hunter, P.c | Corpus Christi, TX | Feb 2015 - Current | 9 |
Avantax Advisory Services | Corpus Christi, TX | Jun 2005 - Current | 18 |
Avantax Investment Services, Inc. | Corpus Christi, TX | Mar 2005 - Current | 19 |
Ct&s Properties | Corpus Christi, TX | Feb 2003 - Jul 2022 | 19 |
Alan Lucke & Assoc | Corpus Christi, TX | Jan 2005 - Jan 2015 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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