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Timothy Legamaro

LPL Financial LLC
32 Years of Experience
Corpus Christi, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Timothy Legamaro is a registered investment advisor at LPL Financial LLC, based in Corpus Christi, TX, with 32 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
—
View Full SEC Brochure

Location

717 Everhart Rd, Corpus Christi, TX, 78411

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Timothy is involved in several outside business activities, including Legamaro Insurance Services, TAC Company LLC (real estate rental), Legamaro Financial Services (DBA for LPL business), Legamaro Family Partners, real estate rentals, trustee of a 401k plan, and Legamaro Family Dynasty LLC. He dedicates minimal time to most of these activities, except for Legamaro Financial Services, which takes nearly full-time.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
May 2007 - February 2018 · 10 yrs 9 mos
Invest Financial CorporationBroker
April 2007 - February 2018 · 10 yrs 10 mos
Pfic Advisors, INC.
January 2007 - May 2007 · 4 mos
Pfic Securities CorporationBroker
August 2005 - April 2007 · 1 yr 8 mos
Select Advisory Services, LLC
August 2004 - September 2005 · 1 yr 1 mo
Fiserv Investor Services, INC.Broker
January 1997 - August 2005 · 8 yrs 7 mos
Tradestar Investments,inc.Broker
June 1994 - January 1997 · 2 yrs 7 mos
State Registrations22 states
ALARAZCACOFLGAIAIDILLAMDMSNCNMNYOHOKTNTXVAWA
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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