Timothy Kenyon
Timothy Kenyon is a registered investment advisor at LPL Financial LLC, based in Somerville, NJ, 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
92 E. Main St., Suite 205, Somerville, NJ, 08876
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2019Customer Dispute
April 2016Customer Dispute
December 1999Other Business ActivitiesSells Insurance
Timothy operates Financial Resources and Gladstone Wealth Partners as DBAs for his LPL business. He also sells non-variable insurance products through Book of Brokers and Ash/CRUMP, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
Gwn Securities INC.
Gwn Securities INC.Broker
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Lincoln Investment Planning, INC.Broker
Nathan & Lewis Securities, INC.Broker
Guardian Investor Services CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Mony Securities CORP.Broker
Calvert Securities CorporationBroker
State Registrations20 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.