Timothy
Ashley
Lpl Financial LLC
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About this Advisor
Timothy Ashley is a financial advisor who works out of Leesburg, Virginia who has 2 years of relevant experience. Ashley is an advisor for Lpl Financial LLC. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Time Warner Cable, Netlaw Inc, 6A Management Corp, Microsoft Corporation, Lpl Financial LLC and Global Integration Partners. Ashley has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Virginia. Lpl Financial LLC is an advisory company headquartered 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 between its 1,688,501 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. 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. Financial advisory fee schedules vary depending on which services the firm provides the client. However, fees charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Ashley Work History
Timothy has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Microsoft Corporation
6A Management Corp
Netlaw Inc
Global Integration Partners
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Time Warner Cable
*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 Ashley 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
Fort Mill, SC
Parker, CO
Bridgeport, CT
Naperville, IL
Sea Girt, NJ
Newport Beach, CA
The Villages, FL
Charlestown, MA
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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