Timothy Williams
Timothy Williams is a registered investment advisor at LPL Financial LLC, based in Florence, SC, with 25 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
185 West Evans Street, Florence, SC, 29501
Get directionsHistory
Regulatory History (2)
Financial
September 2017Customer Dispute
January 2008Other Business ActivitiesSells Insurance
Timothy has a DBA for his LPL business, CB&T Wealth Management, since 2022. He also works with Carolina Bank & Trust selling non-variable insurance, dedicating a few hours per week, and has outside W-2 employment with South Carolina High Schools, spending about 10-20% of his time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Nexity Financial Services, INC.Broker
Nexity Financial Services, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Southeast Investor Services, INC.Broker
First Citizens Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
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.