Timothy Yong is a registered investment advisor at LPL Financial LLC, based in Westchester, CA, with 4 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
8939 S Sepulveda Blvd Ste 304, Westchester, CA, 90045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy operates Lucent Elm Wealth Management LLC as a DBA for his LPL business since 2021. He also has outside employment with Advanced Micro Communications since 2018 and Costco since 2006.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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