Timothy StoryCRD Number: 6050244
Current Firm: Lpl Financial LLC
Timothy Story (CRD# 6050244) is an Investment Advisor Representative working at Lpl Financial LLC in Blountville, TN and has over 5 years of experience in the finance industry.
Gaam Wealth Advisors, Inc.
Integrity Capital Management
|Lpl Financial||Kingsport, TN||May 2015 - Current||2|
|Bank Of Tennessee||Kingsprot, TN||May 2015 - Current||2|
|Valic Financial Advisors, Inc.||Knoxville, TN||May 2014 - May 2015||1|
|Edward Jones||St. Louis, MO||Apr 2012 - Apr 2014||2|
|Fort Sill National Bank||Kingsport, TN||Nov 2011 - Apr 2012||< 1|
|Self Employed||Johnson City, TN||Jul 2011 - Nov 2011||< 1|
|Aam Usa, Inc.||Johnson City, TN||Aug 2009 - Jul 2011||1|
|Elixir Media Group||Kingsport, TN||Feb 2009 - Aug 2009||< 1|
|N-tara, Inc.||Johnson City, TN||May 2008 - Jan 2009||< 1|
|Syndeo Alliance, LLC||Johnson City, TN||Nov 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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