Timothy Buchanan
Timothy Buchanan is a registered investment advisor at LPL Financial LLC, based in Jacksonville, FL, with 41 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
Jacksonville, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an Investment Advisor Representative at BCI Wealth & Asset Management since 2004, offering securities and investment advisory services, taking nearly full-time. He is also an insurance agent selling fixed annuities, life/health, long-term care, and property and casualty insurance, also taking nearly full-time, and a board member for Southside Business Mens Club, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Bci Wealth & Asset Management
Fsc Securities Corporation
Fsc Securities CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Interstate/johnson Lane CorporationBroker
Hampton Securities, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations33 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.