Timothy Pester
Timothy Pester is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 30 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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