Timothy Sullivan
Timothy Sullivan is a registered investment advisor at LPL Financial LLC, based in Ada, MI, 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
979 Spaulding Ave SE Ste A, Ada, MI, 49301-3705
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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 ActivitiesSells Insurance
Timothy is a sales agent for fixed insurance, life insurance, and long-term care since 2018. He also operates under DBAs for his LPL business, Growtrust Partners and TS Financial, and co-owns TMR Business Ventures, a furniture liquidation business, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations11 states
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