Timothy Bearden
Timothy Bearden is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 36 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
3258 Clear Vista Ct NE Ste 2, Grand Rapids, MI, 49525
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Regulatory History
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 is involved in several business activities, including Stonebridge Farms and Retreat, Stonebridge Financial Partners LLC (DBA for LPL business), Stonebridge Farms (real estate rental), and providing investment advisory services through NewEdge Advisors. He dedicates a few hours per week to Stonebridge Farms and Retreat, full-time to Stonebridge Financial Partners LLC and NewEdge Advisors, and minimal time to Stonebridge Farms.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Newedge Advisors
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
State Registrations24 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.