Timothy
Fitzgerald
Lpl Financial LLC
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About this Advisor
Timothy Fitzgerald is a financial advisor based in West Des Moines, Iowa, working with Lpl Financial LLC. Timothy has previously held positions at Global Atlantic Financial Group, Central Ia Society Of Financial Services, Justin Rowe Farms, Fitzgerald Tax Services LLC, Urbandale Chamber Of Commerce, Ffs, LLC, Wdf LLC, Urbandale Lions Club, Dm Business First Bni, Lpl Financial LLC, Waddell & Reed Inc, and various insurance carriers for W & R Insurance Agencies. Timothy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Timothy is part of Lpl Financial LLC, which operates out of West Des Moines, Iowa. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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 Fitzgerald Work History
Lpl Financial LLC
Urbandale Lions Club
Ffs, LLC
Wdf LLC
Urbandale Lions Club
Dm Business First Bni
Dm Business First Bni
Urbandale Chamber Of Commerce
Urbandale Lions Club
Fitzgerald Tax Services LLC
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Justin Rowe Farms
Central Ia Society Of Financial Services
Global Atlantic Financial Group
Disclosures
Please visit the SEC profile of Timothy Fitzgerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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