Timothy Menzies
Timothy Menzies is a registered investment advisor at LPL Financial LLC, based in Stanwood, WA, with 13 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
9715 271st St Nw, Stanwood, WA, 98292
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy operates Menzies Financial LLC as a DBA for his LPL business and spends full-time on it. He also has a household domestic employer business due to hiring a nanny, and engages in non-variable insurance activities through Truluma and Washington Brokerage, dedicating minimal time to each, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations21 states
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