Timothy Bright
Timothy Bright is a registered investment advisor at LPL Financial LLC, based in Swartz Creek, MI, with 21 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
8011 Miller Road, Swartz Creek, MI, 48473
Get directionsHistory
Regulatory History (1)
Criminal
September 1998Other Business ActivitiesSells Insurance
Timothy is involved in several outside business activities. He is associated with BFI Services LLC for tax/investment purposes, sells non-variable insurance (life insurance and fixed annuities) through ABS American Brokerage Services, and provides tax preparation/accounting services through Bright's Tax Service.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
The Huntington Investment CompanyBroker
The Huntington Investment Company
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Thrivent Investment Management INC.Broker
State Registrations6 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.
Exams
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