Timothy Grable
Timothy Grable is a registered investment advisor at LPL Financial LLC, based in Spring Lake, NJ, 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
524 Brighton Ave, Spring Lake, NJ, 07762
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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 operates Anchor Wealth Advisors as a DBA for his LPL business. He also owns TFGHockey LLC, serves as a FINRA arbitrator, and is involved in non-variable insurance, dedicating minimal time to the latter two.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Cadaret, Grant & CO., INC.Broker
Quick & Reilly, INC.Broker
Summit Financial Services Group, INC.Broker
First Union Securities, INC.Broker
Cadaret Grant & CO INC
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
State Registrations28 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.