Timothy Sackett
Timothy Sackett is a registered investment advisor at LPL Financial LLC, based in Davenport, FL, with 35 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
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, LLC
MML Investors Services, LLCBroker
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.