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.
CRD# 2376253
Investment Advisors Group, LLC
CRD# 2607165
Berthel Fisher & Company Financial Services, Inc.
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 |
- IL
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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