Timothy
Landry

Lpl Financial LLC

CRD#4025987
Investment Advisor
in Carlsbad, CA
Are you Timothy Landry? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66

Years of Experience

10 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

6183 Paseo Del Norte Ste 250
Carlsbad, CA 92011-1153

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Timothy Landry Work History

Timothy has 10 years of experience.

2008 - Present (11 years)

Lpl Financial LLC

Disclosures

Timothy Landry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started