Timothy Vessell
Timothy Vessell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Woodbridge, VA, with 29 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
Woodbridge, VA
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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 is a foster parent since 2013, dedicating about 10-20% of his time. Since 2020, he also engages in insurance brokerage sales, including life, LTC, disability insurance, and fixed annuities, spending minimal time on this activity. Timothy also operates Vessell Wealth Management, LLC as a DBA for his LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Capitol Wealth Management, INC.
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mony Securities CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations16 states
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