TP
CFP · ChFC
TP
CFP · ChFC

Timothy Parry

23 Years of Experience
Chambersburg, PA
Broker

Timothy Parry is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Chambersburg, PA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

55 S Main St., Chambersburg, PA, 17201

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Timothy operates Wilmington Advisors @ M&T as a DBA for his LPL business. He also owns Praetorian Investments LLC, a real estate rental business, dedicating a few hours per week to it.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 1 mo
LPL Financial LLC
June 2021 - Present · 5 yrs 1 mo
LPL Financial LLC
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
M&t Securities, INC.
December 2014 - June 2021 · 6 yrs 6 mos
M&t Securities, INC.Broker
February 2005 - June 2021 · 16 yrs 4 mos
M&t Securities, INC.Broker
September 2002 - February 2005 · 2 yrs 5 mos
State Registrations20 states
AZCTDEFLGAHIIDILINMDMENVNYPASCTNTXUTVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Timothy Parry - Financial Advisor | TrueAdvisor