Timothy Keffer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Annapolis, MD, with 12 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
1997 Annapolis Exchange Pkwy, Ste 300, Ofc 340 & 336, Annapolis, MD, 21401
Get directionsHistory
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 Activities
Timothy is a partner in Blue Compass, LLC d/b/a Eastern Shore Vacation Rentals as a passive investor since 2021, requiring minimal time. He also owns Harpoon Investments, LLC since 2014, spending a few hours per week on general accounting.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations17 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
More Advisors
- Joseph Codd, CFPLPL Financial LLC
- Elaine Shanley, CFPLPL Financial LLC
- Jeffrey FurnissLPL Financial LLC
- Erin WillisLPL Financial LLC
- Thomas Pasta, CFPLPL Financial LLC
- Michael Calabrese, CFPLPL Financial LLC