Timothy Conway
Timothy Conway is a registered investment advisor at LPL Financial LLC, based in Watkinsville, GA, with 14 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
3651 Mars Hill Rd, Ste 600B, Watkinsville, GA, 30677
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2009Other Business Activities
Timothy works as a communication conduit for Rich Music Inc, dedicating about 10-20% of his time. He also operates under the DBA Elevated Wealth Partners for his LPL business, spending about 10-20% of his time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations2 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.