Timothy Flinn, financial advisor Jacksonville IL

Timothy Flinn

CRD Number: 6160652
Current Firm: Lpl Financial LLC

Timothy Flinn (CRD# 6160652) is an Investment Advisor Representative working at Lpl Financial LLC in Jacksonville, IL and has over 10 years of experience in the finance industry.

Similar Advisors
Craig Albers, financial advisor Jacksonville IL
Craig S. Albers
CRD# 2376253
Investment Advisors Group, LLC
Similar Advisors
Robert Beard, financial advisor Jacksonville IL
Robert E. Beard
CRD# 2607165
Berthel Fisher & Company Financial Services, Inc.
Similar Advisors
James Blankenship, financial advisor Jacksonville IL
James K. Blankenship
CRD# 4638986
Blankenship Financial Planning, Ltd.
Company Name Location Dates Years
Lpl Financial LLC Jacksonville, IL Oct 2017 - Current 6
The Farmers State Bank And Trust Company Jacksonville, IL Jul 2016 - Current 7
Midwestern Securities Trading Company, LLC Jacksonville, IL Sep 2016 - Sep 2017 1
Axa Advisors, LLC New York, NY Jan 2016 - Jul 2016 < 1
Edward Jones St Louis, MO Mar 2014 - Jan 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Timothy R. Flinn
Phone Number: 704-733-3300
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.