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
By the Numbers
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Total Assets Under Management81MILLION
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Total Number of Accounts411ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Timothy Charles Financial, LLC
1
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.
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