Lpl Financial LLC
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About this Advisor
Timothy Landry is an investment advisor whose office is in Carlsbad, California. Currently a registered investment advisor with Lpl Financial LLC, Landry has 10 years of professional experience. Landry holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Landry is able to serve clients in California and Texas. Landry has spent their complete career at Lpl Financial LLC. Lpl Financial LLC is based out of Carlsbad, California, and has 8,011 additional offices throughout the United States. In aggregate, Lpl Financial LLC manages $153 billion in assets throughout 680,466 accounts and employs more than 22,703 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Timothy Landry Work History
Timothy has 10 years of experience.
Lpl Financial LLC
Timothy Landry has no disclosures.
Please visit their SEC profile for more details.
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