Timothy Charles Financial, LLC

Timothy Charles Financial, LLC (CRD# 287945) is a financial advisory firm headquartered in Lynnfield, MA. They manage $80,620,000 in 411 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
200 Broadway, Suite 206, Lynnfield, MA 01940
http://www.timothycharlesfinancial.com
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $196,156
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Timothy Charles Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Mortellite, financial advisor Lynnfield MA
Timothy C. Mortellite
CRD#: 2284605
200 Broadway, Suite 206, Lynnfield, MA 01940

Timothy Mortellite (CRD# 2284605) is an Investment Advisor Representative working at Timothy Charles Financial, LLC in Lynnfield, MA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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