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Advisors / Georgia / Marietta
42yrs

Timothy Paul Evans

Financial advisor at Cambridge Investment Research Advisors

Marietta, GA 30060CFP®Top 2% by experience nationwideFiduciary advisor
Call the officeDirections

At a glance

Experience42 years (since 1984)
How that compares ?Top 2% by experience nationwide
Office445 Manget St. Suite. 200, Marietta, GA 30060
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state

Services through Cambridge Investment Research Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
    Cambridge Investment Research Advisors, Inc.Current firm
  2. 2016 – 2020
    Avantax Advisory ServicesPreviously
  3. May 2014 – Aug 2015
    Bison Wealth, LLCPreviously
  4. 2011 – 2014
    UBS Financial Services Inc.Previously
  5. Aug 2010 – May 2011
    Eagle Strategies LLCPreviously
  6. 2009 – 2011
    Seidman Private Advisors LLCPreviously
  7. 2002 – 2009
    Synovus Securities, Inc.Previously
  8. 1995 – 2008
    Creative Financial Group LTDPreviously

Questions to ask Timothy

Tailored to Timothy’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Timothy

How do I contact Timothy?

Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Timothy Paul Evans. Timothy works from the Marietta, GA office.

How long has Timothy been a financial advisor?

Timothy has been in the industry since 1984, about 42 years. Top 2% by experience nationwide.

What licenses does Timothy hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Timothy a fiduciary?

Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Timothy paid?

Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Timothy for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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