Timothy Tanner
Timothy Tanner is a registered investment advisor at LPL Financial LLC, based in Rancho Palos Verdes, CA, with 23 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
Rancho Palos Verdes, CA
Get directionsHistory
Regulatory History (1)
Regulatory
June 1993Other Business ActivitiesSells Insurance
Timothy is a passive partner in ATM Merchant Services, LLC, an ATM machine transaction processing business, since 1994, dedicating minimal time. He is also an agent for accident & health, life, and variable insurance since 2015.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
United International Securities, INC.Broker
Enerco Securities CORP.Broker
Irvine Securities, INC.Broker
The Camden GroupBroker
North Bay Associates, INC.Broker
North Bay Associates, INC.Broker
Blasanne, INC.Broker
State Registrations3 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.