Timothy Frazier is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 3 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
5015 E Beltline Ave Ne, Grand Rapids, MI, 49525-1195
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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.
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Timothy is a life coach, involved with Unique Models & Talent, a notary for the State of Michigan, and a host parent. He also works as a wealth advisor and is an author, dedicating minimal time to each of these roles.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
J.P. Morgan Securities LLCBroker
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.