Robert Timme is a registered investment advisor at LPL Financial LLC, based in Greeley, CO, with 12 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
1711 61st Avenue, Suite 200, Greeley, CO, 80634
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Regulatory History (1)
Criminal
July 1990Other Business Activities
Robert operates his LPL business under the DBA Legacy Premier Wealth Management, dedicating about 10-20% of his time. He also works as a notary (minimal time) and uses Legacy Holdings, Inc. for tax/investment purposes (a few hours per week).
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, 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.