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CFP

Timothy Lanier

LPL Financial LLC
17 Years of Experience
Jacksonville Beach, FL
Broker
View SEC Summary
View SEC Summary

Timothy Lanier is a CFP-designated registered investment advisor at LPL Financial LLC, based in Jacksonville Beach, FL, with 17 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2029 Third Street North, Jacksonville Beach, FL, 32250

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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 Activities

Timothy operates Lanier Wealth Management LLC as a DBA for his LPL business. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLC
February 2023 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
VALIC Financial Advisors, INC.
August 2012 - March 2023 · 10 yrs 7 mos
VALIC Financial Advisors, INC.Broker
August 2012 - March 2023 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - June 2012 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - June 2012 · 2 yrs
Edward Jones
April 2009 - June 2010 · 1 yr 2 mos
Edward JonesBroker
March 2009 - June 2010 · 1 yr 3 mos
State Registrations5 states
FLGAORSCTX
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.
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