Unclaimed
Tim Paul Peyton is a financial professional with over 30 years of experience in the industry. Tim is currently registered with LPL Financial LLC in Gretna, Louisiana. Prior to joining LPL Financial LLC, Tim has held positions at several other firms including Crown Capital Securities, L.P., National Securities Corporation, Gunnallen Financial, Inc., and Continental Broker-Dealer Corp. Tim is licensed to sell securities in Louisiana. He holds the Series 63, Series 7 and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
04/17/2024 - Present
LPL Financial LLC (GRETNA LA)
LA
07/03/2012 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (GRETNA LA)
LA
01/10/2007 - 06/28/2012
NATIONAL SECURITIES CORPORATION (NEW ORLEANS LA)
LA
03/03/2004 - 01/12/2007
GUNNALLEN FINANCIAL, INC (METAIRIE LA)
NY
07/30/2001 - 02/02/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
07/31/1993 - 07/03/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
12/18/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/16/1988 - 01/02/1991
F.N. WOLF & CO., INC.
NA
12/22/1987 - 05/18/1988
SHERWOOD CAPITAL, INC.
BC
Issued 12/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tim Peyton is the right advisor for you? Invested Better is here to help.