Unclaimed
Timothy Kenyon is a financial advisor with LPL Financial LLC and is based in SOMERVILLE, NJ. Timothy has been in the financial industry since 1985. Prior to joining LPL Financial LLC, Timothy was registered with TRIAD ADVISORS LLC, GWN SECURITIES INC., THE INVESTMENT CENTER, INC., SECURITIES AMERICA, INC., BRECEK & YOUNG ADVISORS, INC., LINCOLN INVESTMENT PLANNING, INC., NATHAN & LEWIS SECURITIES, INC., GUARDIAN INVESTOR SERVICES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, MONY SECURITIES CORP., and CALVERT SECURITIES CORPORATION. Timothy offers a range of financial services including financial planning, portfolio management, and insurance.
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
NJ
12/01/2021 - Present
LPL Financial LLC (SOMERVILLE NJ)
NJ
08/16/2017 - 12/02/2021
TRIAD ADVISORS LLC (Somerville NJ)
NJ
11/14/2014 - 08/16/2017
GWN SECURITIES INC. (Somerville NJ)
NJ
05/21/2010 - 12/12/2014
THE INVESTMENT CENTER, INC. (WARREN NJ)
NJ
01/23/2009 - 06/09/2010
SECURITIES AMERICA, INC. (WARREN NJ)
NJ
06/26/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (PARSIPPANY NJ)
PA
06/24/1996 - 06/22/2001
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
07/10/1992 - 06/29/1996
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
04/03/1991 - 07/13/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
AZ
11/19/1989 - 12/18/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/20/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/05/1986 - 07/27/1987
MONY SECURITIES CORP.
NA
02/21/1985 - 01/10/1986
CALVERT SECURITIES CORPORATION
BC
Issued 07/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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