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Timothy Mebane

32 Years of Experience
Mansfield, TX
BrokerSells Insurance

Timothy Mebane is a registered investment advisor at LPL Financial LLC, based in Mansfield, TX, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

990 N. Walnut Creek Drive, Ste 2010, Mansfield, TX, 76063

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Timothy is a notary, spending minimal time on this activity. He also operates Mebane Financial Services, LLC as a DBA for his LPL business, dedicating full-time hours to it, and sells non-variable insurance, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2003 - Present · 22 yrs 7 mos
LPL Financial LLC
October 2003 - Present · 22 yrs 7 mos
LPL Financial LLC
October 2003 - Present · 22 yrs 7 mos
Previous Registrations
Waddell & Reed, INC.
June 1993 - October 2003 · 10 yrs 4 mos
Waddell & Reed, INC.Broker
June 1993 - October 2003 · 10 yrs 4 mos
State Registrations42 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMIMNMOMSNCNENHNMNVNYOHOKORPAPRSCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.