Timothy Rine is a registered investment advisor at LPL Financial LLC, based in Watkinsville, GA, with 31 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
35 North Main Street, Watkinsville, GA, 30677
Get directionsHistory
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 Activities
Timothy operates White Oak Wealth Management and Oconee State Financial Services as DBAs for his LPL business. White Oak Wealth Management takes nearly a full-time commitment, while Oconee State Financial Services requires a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Evergreen Investment Management CO
Evergreen Investment Services, INC.Broker
Managers Distributors, INC.Broker
Charles Schwab & CO., INC.Broker
Federated Securities CORP.Broker
State Registrations13 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.