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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 Gerard Herbert is an investment advisor representative with LPL Financial LLC, headquartered in Auburn Hills, Michigan. Timothy has been in the financial industry since December 9, 1985. Prior to joining LPL Financial LLC, Timothy worked for CENTAURUS FINANCIAL, INC., and TITAN/VALUE EQUITIES GROUP, INC. Timothy is licensed to provide investment advice in 32 states, including Florida, Michigan, and Texas.
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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MI
12/04/2019 - Present
LPL Financial LLC (AUBURN HILLS MI)
MI
09/05/1997 - 12/04/2019
CENTAURUS FINANCIAL, INC. (AUBURN HILLS MI)
CA
09/22/1989 - 09/17/1997
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NJ
12/10/1985 - 09/25/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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