Timothy Story, financial advisor Kingsport TN
78 score

Timothy Story

CRD Number: 6050244
Current Firm: Lpl Financial LLC

Timothy Story (CRD# 6050244) is an Investment Advisor Representative working at Lpl Financial LLC in Kingsport, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Kingsport, TN May 2015 - Current 1
Bank Of Tennessee Kingsprot, TN May 2015 - Current 1
Valic Financial Advisors, Inc. Knoxville, TN May 2014 - May 2015 1
Edward Jones St. Louis, MO Apr 2012 - Apr 2014 2
Fort Sill National Bank Kingsport, TN Nov 2011 - Apr 2012 < 1
Self Employed Johnson City, TN Jul 2011 - Nov 2011 < 1
Aam Usa, Inc. Johnson City, TN Aug 2009 - Jul 2011 1
Elixir Media Group Kingsport, TN Feb 2009 - Aug 2009 < 1
N-tara, Inc. Johnson City, TN May 2008 - Jan 2009 < 1
Syndeo Alliance, LLC Johnson City, TN Nov 2006 - Apr 2008 1
Saratoga Technologies, Inc. Johnson City, TN Sep 2002 - Oct 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Timothy Story
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
78

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