Tim Mcfillin
Tim Mcfillin is a registered investment advisor at LPL Financial LLC, based in Mclean, VA, with 17 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
1640 Boro Place 4th Fl Ste 559, Mclean, VA, 22102
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Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Tim operates his LPL business under the DBA Medical Advisors Group, dedicating nearly full-time hours to it. He also engages in non-variable insurance activities as Timothy McFillin, spending about 10-20% of his time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.