Best Investors Account Sign in
Inactive

Timothy Bryan Menez

Capital Management Advisor Group, LLC

Walnut Creek, CA

Wanship, UT

Claim This Profile
Current Employers
Capital Management Advisor Group, Llc

1283 Boulevard Way, Walnut Creek, CA 94595 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-04-20
CA RA APPROVED 2019-08-14
  • UT RA
    APPROVED
    Since 2021-04-20
  • CA RA
    APPROVED
    Since 2019-08-14

Branch Locations

1283 Boulevard Way, Walnut Creek, CA 94595 • United States

Wanship, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 01/2013 11/2019
Capital Management Advisor Group, Llc Walnut Creek CA 08/2019 Present
Previous Registrations
  • 2008-08-27 → 2019-11-25
    Cetera Wealth Services, Llc
    Walnut Creek, CA
    Walnut Creek, CA
  • 2002-07-26 → 2010-09-15
    Wealth Management Consultants Inc
  • 2002-09-19 → 2008-08-27
    Hornor, Townsend & Kent, Llc
    Walnut Creek, CA
    Walnut Creek, CA
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; 1283 BOULEVARD WAY, WALNUT CREEK, CA 94595; INSURANCE SALES; INSURANCE AGENT; SELL FIXED INSURANCE PRODUCTS. LIFE AND ANNUITIES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-02-23
  • S63 Uniform Securities Agent State Law Examination
    1991-02-23
Designations

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor