TP
TP
Timothy Podell
30 Years of Experience
Port Hueneme, CA
4 DisclosuresBroker
Timothy Podell is a registered investment advisor at LPL Financial LLC, based in Port Hueneme, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Port Hueneme, CA
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2019Employment Separation After Allegations
April 2007Customer Dispute
July 2006Closed-No Action
Customer Dispute
April 2005Closed-No Action
Employment History
Current Registrations
LPL Financial LLCBroker
June 2025 - Present · 1 yr 4 mos
LPL Financial LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Western International Securities
June 2019 - June 2025 · 6 yrs
Western International Securities, INC.Broker
June 2019 - June 2025 · 6 yrs
Wedbush Securities INC.
March 2008 - June 2019 · 11 yrs 3 mos
Wedbush Securities INC.Broker
May 2007 - June 2019 · 12 yrs 1 mo
A. G. Edwards & Sons, INC.
July 1997 - May 2007 · 9 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
February 1996 - May 2007 · 11 yrs 3 mos
State Registrations13 states
AZCACTDEFLIDILNCNVNYPAVAWI
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.