Timothy Barlow
Timothy Barlow is a registered investment advisor at LPL Financial LLC, based in Buchanan, MI, with 16 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
Buchanan, MI
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Regulatory History (1)
Judgment / Lien
November 2024Other Business ActivitiesSells Insurance
Timothy sells non-variable insurance, dedicating about 10-20% of his time to this activity. He also works as a solar sales representative for Demeter Land, spending about 10-20% of his time as well.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.