Timothy Hollinger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jacksonville, FL, with 27 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
1325 Hendricks Ave, Jacksonville, FL, 32207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy operates his LPL business under the DBA South State Investment Services since March 2022. He also works as a Retirement Plan Consultant for South State Bank, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations3 states
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