Timothy Milford is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wichita, KS, 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
12021 E 13th St N, Wichita, KS, 67206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy operates Flint Hills Financial as a DBA for his LPL business and is a member of Milford Family Farm LLC for tax/investment purposes, dedicating minimal time to the latter. He also owns farmland, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 states
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