Timothy Pester
Timothy Pester is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 30 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
10150 Meanley Drive, First Floor, San Diego, CA, 92131
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2014Employment Separation After Allegations
January 2009Customer Dispute
December 2003Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Wells Fargo Advisors
Wells Fargo AdvisorsBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations6 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.