Unclaimed
Timothy Bright is a financial advisor with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Timothy is registered with the state of Michigan to offer investment advice and securities products. He is also registered with the state of Florida, Mississippi, Ohio, and Virginia. Timothy has been in the financial services industry since 2005 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Timothy holds the Series 7, Series 66, and SIE licenses.
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
MI
09/18/2017 - Present
LPL Financial LLC (SWARTZ CREEK MI)
MI
02/01/2017 - 09/19/2017
THE HUNTINGTON INVESTMENT COMPANY (HOWELL MI)
MI
06/23/2015 - 02/01/2017
LPL FINANCIAL LLC (NOVI MI)
MI
10/01/2012 - 06/23/2015
J.P. MORGAN SECURITIES LLC (GOODRICH MI)
MI
05/14/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GOODRICH MI)
MI
02/16/2005 - 05/09/2007
THRIVENT INVESTMENT MANAGEMENT INC. (FLUSHING MI)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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