Timothy Reichstein
Timothy Reichstein is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 11 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
808 NE 98th Circle, Vancouver, WA, 98665
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Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Timothy is a non-profit board member for Ridgefield Public Schools Foundation, dedicating minimal time. He also operates under the DBA Columbia Invest and Insure for his LPL business, dedicating full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Edward Jones
Edward JonesBroker
State Registrations11 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.