Timothy Bailey (CRD# 4852220) is an Investment Advisor Representative working at Lpl Financial LLC in Kalamazoo, MI and has over 15 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Honor Credit Union | Portage, MI | Nov 2021 - Current | 2 |
| Credit Union Trust | Portage, MI | Aug 2021 - Current | 2 |
| Lpl Financial LLC | Kalamazoo, MI | Nov 2017 - Current | 6 |
| Infinex Investments, Inc. | Portage, MI | Jul 2016 - Nov 2017 | 1 |
| Essex National Securities | Portage, MI | Jan 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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