Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Daniel Fahey is a financial advisor with LPL Financial LLC. Timothy has been in the financial services industry since June 11, 2000. Timothy has worked with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Timothy has a Series 7, Series 63, Series 65, and Series 24 license and is registered to provide financial advice in Texas and California. Timothy is a Registered Representative of and offers securities and advisory services through LPL Financial LLC, a registered investment advisor, member FINRA/SIPC.
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
CA
10/13/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NE
07/26/2021 - 09/22/2023
TD AMERITRADE, INC. (OMAHA NE)
TX
04/16/2020 - 09/22/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
12/19/2017 - 04/09/2020
AVANTAX INVESTMENT SERVICES, INC. (Irving TX)
TX
04/12/2011 - 01/26/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NC
11/04/2009 - 02/03/2011
CLARK SECURITIES, INC. (GREENSBORO NC)
MA
01/04/1999 - 12/01/2008
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 02/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/13/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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