Timothy Walters is a registered investment advisor at LPL Financial LLC, based in Johnstown, PA, 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
216 Franklin St., Johnstown, PA, 15901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy operates his LPL business under the DBA AmeriServ Financial Services since 2019. He also serves as SVP at AmeriServ Financial Bank, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
State Registrations2 states
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