Timothy Giacoletti
Timothy Giacoletti is a registered investment advisor at LPL Financial LLC, based in Tucson, AZ, with 13 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
5151 E Broadway Blvd Ste 1540, Tucson, AZ, 85711
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is involved in several business activities, including commercial real estate, tax preparation/accounting through G & A CPAS AND ADVISORS and H&R Block, and acting as an agent selling life insurance and fixed annuities. He dedicates nearly full-time hours to G & A CPAs and Financial Consultants PC and full-time hours to H&R Block.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 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.