Timothy BarrettCRD Number: 5708846
Current Firm: Lpl Financial LLC
Timothy Barrett (CRD# 5708846) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 3 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Lpl Financial||San Diego, CA||Mar 2019 - Current||3|
|Independent Financial Group||San Diego, CA||Jul 2016 - Mar 2019||2|
|Lpl Financial LLC||San Diego, CA||Aug 2009 - Jul 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2019|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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