Timothy Fraser
Timothy Fraser is a registered investment advisor at LPL Financial LLC, based in Woodstock, IL, with 21 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
2525 Harding Ln Ste C, Woodstock, IL, 60098-6921
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Timothy operates under the DBA Fraser Wealth Management in Woodstock, IL, since 2009. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Investors CorporationBroker
State Registrations22 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.