Timur Valeriy Mezhlumov

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 02/2015 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 02/2015 → 09/2025
  Avantax Insurance Agency, Inc.
  Dallas, TX
• 08/2015 → 08/2022
  Andre + Associates
  Mckinney, TX
• 07/2016 → 09/2025
  Avantax Insurance Agency, Inc.
  Dallas, TX
• 08/2015 → Present
  Andre + Associates
  Mckiney, TX
• 01/2016 → 09/2025
  Avantax Insurance Agency, Llc.
  Dallas, TX
• 02/2015 → Present
  Tm Consulting And Financial Services Llc
  Dallas, TX
• 08/2022 → Present
  Andre Wealth Management Llc
  Mckinney, TX
• 01/2024 → Present
  Otis Carter Inc.
  Richardson, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mckinney, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-03-02 → 2025-09-05
  Avantax Advisory Services
  Mckinney, TX
  Dallas, TX
  Richardson, TX
• 2014-04-30 → 2015-03-05
  Mml Investors Services, Llc
  Dallas, TX
• 2013-05-10 → 2013-12-13
  1St Global Advisors Inc
  Dallas, TX

Other Businesses

1) Andre + Associates~4695 W. University Drive, Suite 100~McKinney~TX~75071~Accounting Services/Tax Preparation Independent Contractor~8/1/2015~10hrs~10hrs~I do tax consulting for business owners. Occasionally, I do IRS representation for clients who received a notice from them. 2) TM Consulting and Financial Services LLC~18840 Voss Road~Dallas~TX~75287~Accounting Services/Tax Preparation~Owner~2/1/2015~10hrs~10hrs~Occasionally, I may prepare a tax return for a client or represent them before the IRS if he gets an IRS notice or needs an installment agreement. 3) ANDRE WEALTH MANAGEMENT LLC POSITION: Managing Member NATURE: The main purpose of this entity is marketing financial services that we offer through Avantax under the name that is consistent with Andre + Associates PC, which is the name of the affiliated CPA firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2022 ADDRESS: 4695 W. University Dr, Ste 100, McKinney TX 75071, United States; DESCRIPTION: I am the primary Financial Advisor in our office, where we have two other brokers Keith Andre, CPA and Melissa Simmons, CPA. 4)OTIS CARTER INC. POSITION: Partner NATURE: Tax firm offering tax preparation, bookkeeping and payroll services to individuals and small businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2024 ADDRESS: 1202 Richardson Dr., Suite 300, Richardson TX 75080, United States DESCRIPTION: 10% passive partner

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-28
• S63 Uniform Securities Agent State Law Examination
  1999-04-05

Designations

• Certified Financial Planner

Other Names

• Tim Mezhlumov
• Timur Valeriy Mezhlumov