Timothy Goland
Timothy Goland is a registered investment advisor at LPL Financial LLC, based in Topsfield, MA, with 32 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
18 S Main St Ste 104, Topsfield, MA, 01983-1800
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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 an insurance broker for DMI Marketing Inc. since 2019, and an agent for fixed annuities through Gradient Insurance Brokerage since 2019, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Citizens Financial Services INC.Broker
Fis Securities, INC.Broker
440 Financial Distributors, INC.Broker
Nylife Securities INC.Broker
State Registrations15 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.