Timothy Notaro
Timothy Notaro is a registered investment advisor at LPL Financial LLC, based in Libertyville, IL, 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
507 N. Milwaukee Avenue, Libertyville, IL, 60048
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2020Customer Dispute
July 2004Customer Dispute
December 2001Other Business Activities
Timothy works with Wintrust Investments, a DBA for LPL business, as an entity for his LPL business. This investment-related activity takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
Vision Investment Services, INC.Broker
Invest Financial CorporationBroker
Northern Trust Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations22 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.