Timothy Landry is a registered investment advisor at LPL Financial LLC, based in Carlsbad, CA, 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
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
1921 Palomar Oaks Way, Ste 106, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy operates his LPL business through Landry Financial, Inc. He also owns two real estate rental properties, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Centaurus Financial, INC.Broker
State Registrations13 states
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