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.
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
CRD# 5773963
Fuller Brook Financial Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- MA
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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