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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy D. Rine is a financial advisor with LPL Financial LLC in Watkinsville, Georgia. Timothy has over 27 years of experience in the financial services industry and is registered to provide investment advice in Georgia and Texas. Prior to joining LPL Financial LLC, Timothy worked at Charles Schwab & Co., Inc., Wells Fargo Funds Distributor, LLC, Evergreen Investment Services, Inc., Managers Distributors, Inc., and Federated Securities Corp. Timothy holds Series 6, 7, 2, 63, and 65 licenses. Timothy's primary areas of expertise include financial planning, pension consulting, and 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
GA
10/30/2024 - Present
LPL Financial LLC (WATKINSVILLE GA)
GA
05/23/2018 - 01/29/2021
CHARLES SCHWAB & CO., INC. (Atlanta GA)
NC
01/04/2010 - 11/01/2017
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
07/13/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CT
08/02/2001 - 07/10/2007
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
TX
07/18/1997 - 07/06/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
07/02/1992 - 02/15/1996
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 11/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 07/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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