Timothy Sackett
Timothy Sackett is a registered investment advisor at LPL Financial LLC, based in Davenport, FL, with 35 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Davenport, FL
Get directionsHistory
Regulatory History (5)
Judgment / Lien
February 2024Regulatory
July 2020Customer Dispute
August 2017Judgment / Lien
November 2016Judgment / Lien
March 2016Other Business Activities
Timothy works as a rideshare driver for Uber in Davenport, FL since 2020. This activity is not investment-related and takes about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Security First Financial, 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.
Exams
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