Timothy Barlow, financial advisor Buchanan MI

Timothy Barlow

CRD Number: 5529779
Current Firm: Lpl Financial LLC

Timothy Barlow (CRD# 5529779) is an Investment Advisor Representative working at Lpl Financial LLC in Buchanan, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Buchanan, MI Dec 2020 - Current 3
Timothy Barlow Buchanan, MI Mar 2020 - Nov 2020 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Mar 2020 4
Northwestern Mutual Investment Services, LLC San Francisco, CA Jul 2008 - Mar 2020 11
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2008 - Mar 2020 11
Northwestern Mutual Investment Services, LLC San Francisco, CA Feb 2014 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Timothy E. Barlow
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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, WY

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