TC
TC

Timothy Connors

7 Years of Experience
Strongsville, OH
Broker

Timothy Connors is a registered investment advisor at LPL Financial LLC, based in Strongsville, OH, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

7979 Pearl Rd, Strongsville, OH, 44136

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Timothy is a co-founder and business owner of Scales and Tails of Ohio, dedicating minimal time to this non-investment related activity. He also operates Connors Lore Wealth Management as a DBA for his LPL business, spending about a quarter of his time on this investment-related activity.

Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Equitable Advisors, LLC
November 2020 - January 2024 · 3 yrs 2 mos
Equitable Advisors, LLCBroker
November 2020 - January 2024 · 3 yrs 2 mos
LPL Financial LLC
March 2019 - November 2020 · 1 yr 8 mos
LPL Financial LLCBroker
August 2018 - November 2020 · 2 yrs 3 mos
State Registrations11 states
AKCADCFLILMDMONYOHTXWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
Timothy Connors - Financial Advisor | TrueAdvisor