TL
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Timothy Lynch

6 Years of Experience
Palm Beach Gardens, FL
Broker

Timothy Lynch is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 6 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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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 has 100% ownership of TL26 Capital LLC, which is used for commissions. This takes about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Wells Fargo Advisors
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
November 2019 - May 2025 · 5 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2019 - May 2025 · 5 yrs 7 mos
State Registrations28 states
ALCACTDEFLGAIAILLAMAMDMEMNMONCNHNJNYOHORPARISCTNTXVAVTWA
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.