Timothy Bailey
Timothy Bailey is a registered investment advisor at LPL Financial LLC, based in Battle Creek, MI, with 20 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
115 Riverside Dr, Battle Creek, MI, 49015
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Timothy is involved with multiple DBAs for LPL business, including Bailey Investments Group and Honor Investment Services, dedicating significant time to these activities. He also engages in real estate rental and non-variable insurance activities, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
Natcity Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.