Lpl Financial LLC
About this Advisor
Timothy Doering is a financial advisor based in Wenatchee, Washington, who has 12 years of work experience. Doering is on the advisory team at Lpl Financial LLC. Over the course of their career, Doering has held roles at Edward Jones and Lpl Financial, LLC. Doering has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Washington. Lpl Financial LLC is a financial advisory firm that has its headquarters in Wenatchee, Washington. It has offices in 9,898 locations and a total of 28,744 people on staff. It controls $404 billion in total assets between its 1,517,995 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 3,162 charitable organizations. Of its 1,517,995 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a diverse set of services, including 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. A financial advisor's fee schedules usually are based on the type of financial services offered. However, fee types charged by Lpl Financial LLC likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Timothy Doering Work History
Timothy has 12 years of experience.
Lpl Financial, LLC
Timothy Doering has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Saint Louis, MO
San Diego, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.