Timothy Charles Financial, LLC
Timothy Charles Financial, LLC (CRD# 287945) is a financial advisory firm headquartered in Lynnfield, MA. They manage $80,620,000 in 411 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management81MILLION
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Total Number of Accounts411ACCOUNTS
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Average Account Value$196,156
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Timothy Charles Financial, LLC
1
Timothy Mortellite (CRD# 2284605) is an Investment Advisor Representative working at Timothy Charles Financial, LLC in Lynnfield, MA and has over 30 years of experience in the finance industry.
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