Timothy Luby (CRD# 6584630) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lisle, IL and has over 8 years of experience in the finance industry.
CRD# 4352554
Fifth Third Securities, Inc.
CRD# 6357589
Valic Financial Advisors, Inc.
CRD# 6127314
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Lisle, IL | Jun 2020 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lisle, IL | May 2020 - Current | 4 |
| First Trust Portfolios LP | Wheaton, IL | Mar 2019 - Apr 2020 | 1 |
| Invesco Distributors, Inc. | Houston, TX | Nov 2015 - Mar 2019 | 3 |
| Newton Running Company | Boulder, CO | Dec 2013 - Nov 2015 | 1 |
| Life Time Fitness | Bloomingdale, IL | Mar 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- IL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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