Timothy Bright, financial advisor Swartz Creek MI

Timothy Bright

CRD Number: 4892126
Current Firm: Lpl Financial LLC

Timothy Bright (CRD# 4892126) is an Investment Advisor Representative working at Lpl Financial LLC in Swartz Creek, MI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Swartz Creek, MI Sep 2017 - Current 6
The Huntington Investment Company South Lyon, MI Feb 2017 - Sep 2017 < 1
Lpl Financial, LLC Goodrich, MI Jun 2015 - Feb 2017 1
J.p. Morgan Securities LLC Goodrich, MI Oct 2012 - Jun 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy A. Bright
Phone Number: 704-733-3300
Registered State(s):
  • MI
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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