Timothy
Donivan
Investor Fan
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About this Advisor
Timothy Donivan is a financial advisor based in La Grande, Oregon who has 6 years of industry experience. Donivan works at Investor Fan. During their career, the advisor has held roles at Tl Donivan Enterprises, Lpl Financial LLC and Investor'S Fiduciary Advisor Network, LLC. Donivan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon and Washington. Investor Fan is a registered investment business with a branch in La Grande, Oregon. It has offices in seven locations and a total of eight employees. It administers $186 million in assets between its 1,008 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 1,008 customer accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Investor Fan offers portfolio management for individuals and small businesses. A financial advisor's fee schedules typically are based on which service is provided. However, fee types charged by Investor Fan typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Investor Fan Brokerage Details
$186,163,454
8
1,008
$184,686
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Timothy Donivan Work History
Timothy has been registered as a financial advisor for 6 years.*
Investor'S Fiduciary Advisor Network, LLC
Tl Donivan Enterprises
Lpl Financial LLC
*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 Donivan 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 Investor Fan
Snoqualmie, WA
Burien, WA
Upland, IN
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Moraga, CA
Big Timber, MT
La Grande, OR
Snoqualmie, WA
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