Timothy Cltc is a registered investment advisor at LPL Financial LLC, based in Wilmington, NC, 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
1213 Culbreth Dr, Wilmington, NC, 28405
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Timothy operates under the DBA Eastwood Wealth Management since 2012 and plays guitar at a restaurant on Friday nights, intending to sell merchandise, dedicating minimal time to this. He also has a home-based business, A Pineapple Life, for tax/investment purposes, and another DBA, Eastwood Wealth, for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
Edward JonesBroker
State Registrations8 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.