Timothy Conway
Timothy Conway is a registered investment advisor at LPL Financial LLC, based in Watkinsville, GA, with 15 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
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.
Exams
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