Timothy Bellinger, financial advisor Dallas OR

Timothy Bellinger

CRD Number: 1122416
Current Firm: Cambridge Investment Research Advisors, Inc.

Timothy Bellinger (CRD# 1122416) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dallas, OR and has over 32 years of experience in the finance industry. Timothy Bellinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Bethany Abeln, financial advisor Dallas OR
Bethany B. Abeln
CRD# 6375005
Edward Jones
Similar Advisors
Eric Adler, financial advisor Dallas OR
Eric K. Adler
CRD# 2113992
Mariner Wealth Advisors
Similar Advisors
Stephen Altman, financial advisor Dallas OR
Stephen R. Altman
CRD# 2795104
True Private Wealth Advisors, LLC
Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2022 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Dec 2022 - Current 1
Cantella & Company, Inc. Malden, MA Oct 2020 - Jun 2023 2
Cantella & Company, Inc. Malden, MA Oct 2022 - Dec 2022 < 1
Kms Financial Services, Inc. Seattle, WA Jan 2003 - Oct 2020 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Timothy J. Bellinger
Phone Number: 641-472-5100
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.