TD
TD

Timothy Dollar

18 Years of Experience
Russellville, AR
BrokerSells Insurance

Timothy Dollar is a registered investment advisor at LPL Financial LLC, based in Russellville, AR, with 18 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

2501 W Main St Ste 2, Russellville, AR, 72801

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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 ActivitiesSells Insurance

Timothy is doing business as Beau Dollar Wealth Management, Inc. since 2018, dedicating a few hours per week. He also works with Agency Services of Arkansas selling non-variable insurance, also dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2018 - Present · 8 yrs
LPL Financial LLC
May 2018 - Present · 8 yrs
Previous Registrations
Arvest Wealth Management
June 2013 - April 2018 · 4 yrs 10 mos
Arvest Wealth ManagementBroker
June 2013 - April 2018 · 4 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - May 2013 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2013 · 5 yrs 4 mos
A. G. Edwards & Sons, INC.
August 2007 - January 2008 · 5 mos
A. G. Edwards & Sons, INC.Broker
July 2007 - January 2008 · 6 mos
State Registrations3 states
ARCOTX
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 Dollar - Financial Advisor | TrueAdvisor