Timothy
Good

Lpl Financial LLC

CRD#1773028
Investment Advisor
in Portland, OR
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About this Advisor

Timothy Good is a certified financial planner and chartered financial consultant based in Portland, Oregon. Currently a registered financial advisor at Lpl Financial LLC, they have accumulated 19 years of experience in the financial advisory industry. Good maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Good is registered to work with investors based out of Oregon. During their career, Good has held roles at Linsco Private Ledger and The Berry Group. Lpl Financial LLC is headquartered in Portland, Oregon, and operates out of 8,011 additional brick-and-mortar locations across the nation. In aggregate, Lpl Financial LLC manages $153 billion in assets across 680,466 client accounts and employs more than 22,703 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable 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 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

19 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

1 Sw Columbia St Ste 650
Portland, OR 97258

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

OR Average: 118
Total Number of Accounts

786,525

OR Average: 4,567
Average Account Size

$202,281

OR Average: $3,506,186

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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
  • Other

Timothy Good Work History

Timothy has 19 years of experience.

2004 - Present (15 years)

Linsco Private Ledger

1999 - 2009 (10 years)

The Berry Group

Disclosures

Timothy Good has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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