Timothy
Dabrieo

Lpl Financial LLC

CRD#5408102
Investment Advisor
in Portsmouth, NH

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About this Advisor

Timothy Dabrieo is a financial advisor working out of Portsmouth, New Hampshire, with a total of 2 years of industry experience. Dabrieo is on the advisory team at Lpl Financial LLC. During their career, the advisor has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Seacoast Human Resources Association, Hr State Council Of New Hampshire, Portsmouth Chamber Of Commerce, Greater Portsmouth Chamber Of Commerce, Cash Coalition Of Southeastern New Hampshire, The Chamber Collaborative Of Greater Portsmouth, Town Of Nottingham, Nottingham Youth Association, Sage Wealth Partners LLC and Lpl Financial LLC. Dabrieo has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in New Hampshire and Texas. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in assets under management across its 1,688,501 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth investors who have more than $1 million in assets. Lpl Financial LLC provides a diverse range of services, such as 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. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

75 Portsmouth Blvd; Ste 120B
Portsmouth, NH 03801

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NH Average: $646,059,043
Total Number of Employees

31,366

NH Average: 13
Total Number of Accounts

1,688,501

NH Average: 661
Average Account Size

$217,956

NH Average: $977,396

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 Dabrieo Work History

Timothy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2019 - 2021 (2 years)

Hr State Council Of New Hampshire

2019 - 2021 (2 years)

Nottingham Youth Association

2019 - 2021 (2 years)

Seacoast Human Resources Association

2019 - 2021 (2 years)

Sage Wealth Partners LLC

2018 - 2018 (< 1 year)

The Chamber Collaborative Of Greater Portsmouth

2018 - 2021 (3 years)

Town Of Nottingham

2017 - 2018 (1 year)

Hr State Council Of New Hampshire

2015 - 2016 (1 year)

Hr State Council Of New Hampshire

2015 - 2017 (2 years)

Greater Portsmouth Chamber Of Commerce

2012 - 2016 (4 years)

Hr State Council Of New Hampshire

2012 - 2016 (4 years)

Portsmouth Chamber Of Commerce

2011 - 2018 (7 years)

Cash Coalition Of Southeastern New Hampshire

2010 - 2017 (7 years)

Seacoast Human Resources Association

2007 - 2021 (14 years)

Waddell & Reed, Inc

2007 - 2021 (14 years)

Various Insurance Carriers For W & R Insurance Agencies

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Dabrieo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Mason
Biloxi, MS
Rebecca Chiccino
Charlestown, MA
Hope Hoch
Oldsmar, FL
John Gehlhaart
Waukesha, WI
Joseph Praino
Purchase, NY
Keith Clark
Corpus Christi, TX
Joseph Sarbello
Sea Girt, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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