TP
TP

Timmy Papadopoulos

23 Years of Experience
Des Moines, IA
Broker

Timmy Papadopoulos is a registered investment advisor at LPL Financial LLC, based in Des Moines, IA, with 23 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

2323 Grand Ave Ste 210, Des Moines, IA, 50312

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Timmy operates SA3 Wealth as a DBA for his LPL business. This activity, which is investment-related, takes up his full-time work hours.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2023 - Present · 2 yrs 5 mos
LPL Financial LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
February 2008 - December 2023 · 15 yrs 10 mos
Securities America Advisors, INC.
February 2008 - December 2023 · 15 yrs 10 mos
1717 Capital Management Company
August 2003 - February 2008 · 4 yrs 6 mos
1717 Capital Management CompanyBroker
April 2003 - February 2008 · 4 yrs 10 mos
Brenton Investments, INC.Broker
August 2000 - August 2000 · 0 mos
Ruan Securities CorporationBroker
September 1999 - May 2000 · 8 mos
State Registrations11 states
COFLIAILINKSMNMONDTXWI
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.
Timmy Papadopoulos - Financial Advisor | TrueAdvisor