Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Morris is a financial advisor with over 27 years of experience in the financial services industry. Timothy is currently registered with LPL Financial LLC in Charlottesville, Virginia. Timothy has a diverse background and has previously worked with MML Investors Services, LLC, Raymond James Financial Services, Inc., PNC Investments, Mercantile Brokerage Services, Inc., ICBA Financial Services Corporation, AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, BISYS Brokerage Services, Inc., EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States.
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.
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VA
02/07/2024 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
VA
05/29/2018 - 02/07/2024
MML INVESTORS SERVICES, LLC (CHARLOTTESVILLE VA)
VA
10/09/2007 - 05/21/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHARLOTTESVILLE VA)
VA
09/17/2007 - 10/25/2007
PNC INVESTMENTS (FREDERICKSBURG VA)
VA
01/25/2005 - 09/17/2007
MERCANTILE BROKERAGE SERVICES, INC. (FREDERICKSBURG VA)
TN
04/25/2002 - 01/20/2005
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
NY
09/27/1999 - 11/29/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/27/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MN
11/09/1995 - 07/16/1999
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
10/25/1991 - 03/19/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/25/1991 - 03/19/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 04/16/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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