Unclaimed
Timothy Beau Dollar is a financial advisor at LPL Financial LLC. Timothy has been in the financial industry since 2007. Timothy is registered with the Securities and Exchange Commission (SEC) and holds Series 7 and 66 licenses. Timothy is a licensed professional in Arkansas and Texas and has experience with both individual and business clients. Timothy is a financial planner and provides investment advisory services such as portfolio management for individuals and businesses.
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
AR
05/23/2018 - Present
LPL Financial LLC (RUSSELLVILLE AR)
AR
06/04/2013 - 04/23/2018
ARVEST WEALTH MANAGEMENT (RUSSELLVILLE AR)
AR
01/01/2008 - 05/31/2013
WELLS FARGO ADVISORS, LLC (RUSSELLVILLE AR)
AR
07/20/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RUSSELLVILLE AR)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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