Timothy Creech
Timothy Creech is a registered investment advisor at LPL Financial LLC, based in Charlotte, NC, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10800 Sikes Pl Ste. 120, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
Timothy operates Blackbridge Financial, LLC as a DBA for his LPL business since 2019, dedicating about a quarter of his time. He also provides investment advisory services through Independent Advisor Alliance as a Registered Investment Advisor DBA since 2023, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Washington Square Securities, INC.
Penn Mutual Equity Services, INC.Broker
Washington Square Securities, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.