Timothy O'rourkeCRD Number: 2832765
Current Firm: Lpl Financial LLC
Timothy O'rourke (CRD# 2832765) is an Investment Advisor Representative working at Lpl Financial LLC in Foxboro, MA and has over 26 years of experience in the finance industry.
Artemis Financial Advisors
Fuller Brook Financial Partners, LLC
|Rockland Trust Co||Franklin, MA||Oct 2013 - Current||9|
|Lpl Financial LLC||Franklin, MA||Sep 2013 - Current||9|
|Unemployed||Franklin, MA||Oct 2012 - Sep 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1997|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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