Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Briggs is a financial advisor with LPL Financial LLC in Fort Mill, South Carolina. Timothy has been in the industry since 2006 and has held previous roles with UBS Financial Services Inc. and Wachovia Securities, LLC. Timothy holds the Series 66, Series 7 and SIE licenses and is registered with the state of South Carolina.
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
SC
08/29/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/19/2009 - 09/29/2015
ADVISORS ASSET MANAGEMENT, INC. (CHARLOTTE NC)
NJ
10/05/2006 - 10/14/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
VA
06/15/2004 - 09/25/2006
WACHOVIA SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 08/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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