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Timothy Weishorn

26 Years of Experience
Greensburg, PA
1 DisclosureBroker

Timothy Weishorn is a registered investment advisor at LPL Financial LLC, based in Greensburg, PA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

235 Humphrey Road, Greensburg, PA, 15601

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History

Regulatory History (1)
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.
Customer Dispute
January 2002
Withdrawn
Other Business Activities

Timothy is a non-profit board member for Pineview Condo Association, spending minimal time. He also manages real estate rentals and has a business entity for tax/investment purposes, each requiring minimal time commitment.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2017 - Present · 9 yrs 6 mos
LPL Financial LLC
March 2017 - Present · 9 yrs 6 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2016 - April 2017 · 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2013 - April 2017 · 3 yrs 11 mos
Wells Fargo Advisors, LLC
June 2011 - May 2013 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
January 2002 - January 2008 · 6 yrs
Tiche Capital Strategies LLCBroker
April 2001 - January 2002 · 9 mos
Emmett a Larkin Company, INC.Broker
July 1999 - April 2001 · 1 yr 9 mos
State Registrations23 states
ALAZCACOFLGAILINKYLAMDMIMSNCNYOHPASCTNTXVAWAWV
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.
Timothy Weishorn - Financial Advisor | TrueAdvisor