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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 John Truebenbach is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Timothy has been in the financial services industry since 2001 and has a broad range of experience in providing financial advice to individuals, families, and businesses. Timothy holds a variety of licenses and certifications, including the Series 6, 7, 9, 10, 31, and 63, as well as the Certified Financial Planner (CFP) designation. He is dedicated to helping clients achieve their financial goals, and he works closely with them to develop personalized strategies. Before joining LPL Financial LLC, Timothy was employed by Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association.
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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2
CA
11/10/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
WA
06/01/2009 - 11/29/2022
MORGAN STANLEY (Tacoma WA)
WA
07/08/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TACOMA WA)
BC
Issued 06/04/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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