TM
Timur V. Mezhlumov
CETERA INVESTMENT ADVISERS LLC
MCKINNEY, TX
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CRD#: 3194023
TM
Professional summary
Timur Valeriy Mezhlumov, CFP®, CLU®, who also goes by Tim Mezhlumov, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mckinney, Texas and CETERA WEALTH SERVICES, LLC located in Mckinney, Texas.
Timur is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Timur has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Mezhlumov
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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
CRS (Client Relationship Summary) - RIA
Click below to view Timur Valeriy Mezhlumov's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
MCKINNEY, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2780 Virginia Pkwy Suite 401, Mckinney, TX 75071BD
CRD#: 13572
McKinney, TX
Past
March 2, 2015 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
MCKINNEY, TX
Past
March 2, 2015 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
McKinney, TX
Past
April 30, 2014 - March 5, 2015
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
DALLAS, TX
Past
April 22, 2014 - March 5, 2015
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
DALLAS, TX
Past
May 10, 2013 - December 13, 2013
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
DALLAS, TX
Past
April 28, 2004 - December 13, 2013
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, TX
Past
July 9, 2003 - February 23, 2004
BRUNDYN SECURITIES INC.
BD
CRD#: 124493
ARLINGTON, TX
Past
October 1, 2002 - April 15, 2003
ALLIANZ LIFE FINANCIAL SERVICES, LLC
BD
CRD#: 612
MINNEAPOLIS, MN
Past
March 30, 1999 - September 28, 2002
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Ohio(9/19/2025)
RR
Oklahoma(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
