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CFP
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CFP

Timothy Strasdauskas

LPL Financial LLC
40 Years of Experience
Glen Arm, MD
BrokerSells Insurance
View SEC Summary
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Timothy Strasdauskas is a CFP-designated registered investment advisor at LPL Financial LLC, based in Glen Arm, MD, with 40 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

12017 Glen Arm Rd, Glen Arm, MD, 21057

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Timothy operates under the DBA Advanced Financial Consultants for his LPL business, dedicating full-time hours. He also provides tax preparation, accounting, and CPA services through Advanced Tax, Accounting & Software Services, taking about half his time, and owns Harford Restaurant Corporation DBA Silver Spring Mining Co, spending minimal time.

Employment History
Current Registrations
LPL Financial LLC
September 2023 - Present · 3 yrs 1 mo
LPL Financial LLC
September 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Advanced Advisory Group, INC.
November 2010 - December 2011 · 1 yr 1 mo
Cambridge Investment Research Advisors, INC.
November 2010 - September 2023 · 12 yrs 10 mos
Cambridge Investment Research, INC.Broker
November 2010 - September 2023 · 12 yrs 10 mos
Sagepoint Financial, INC.Broker
October 2005 - November 2010 · 5 yrs 1 mo
Sagepoint Financial, INC.
October 2005 - November 2010 · 5 yrs 1 mo
Advanced Advisory Group, INC.
September 2002 - December 2009 · 7 yrs 3 mos
Sunamerica Securities, INC.
November 2001 - October 2005 · 3 yrs 11 mos
Sunamerica Securities, INC.Broker
May 1992 - October 2005 · 13 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
October 1990 - February 1999 · 8 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
October 1990 - January 1994 · 3 yrs 3 mos
Anchor National Financial Services, INC.Broker
October 1989 - May 1992 · 2 yrs 7 mos
Integrated Resources Equity CorporationBroker
July 1989 - November 1989 · 4 mos
Fsc Securities CorporationBroker
October 1985 - July 1989 · 3 yrs 9 mos
State Registrations20 states
AZCACTDEFLGAILINMAMDMEMINCNHNYORPASCVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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