TS
CFP
TS
CFP

Timothy Strasdauskas

40 Years of Experience
Glen Arm, MD
BrokerSells Insurance

Timothy Strasdauskas is a CFP-designated registered investment advisor at LPL Financial LLC, based in Glen Arm, MD, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

12017 Glen Arm Rd, Glen Arm, MD, 21057

Get directions

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.

Learn about disclosures →
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
LPL Financial LLC
September 2023 - Present · 3 yrs
LPL Financial LLCBroker
September 2023 - Present · 3 yrs
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.