Timothy Lavelle (CRD# 4584868) is an Investment Advisor Representative working at Mml Investors Services, LLC in Moosic, PA and has over 21 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Moosic, PA | Feb 2020 - Current | 4 |
| Mass Mutual Life Insurance Company | Moosic, PA | Oct 2019 - Current | 4 |
| Lifs Enterprises, LLC | Moosic, PA | Jun 2006 - Current | 17 |
| Nylife Securities LLC | Scranton, PA | Jul 2015 - Jan 2020 | 4 |
| Prudential Insurance Company Of America | Scranton, PA | Sep 2002 - Jul 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
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- PA
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
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