Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Barrett is a financial advisor with LPL Financial LLC. Timothy has been in the financial services industry since 2014. Timothy holds Series 7, 99, 24, 63 and 65 licenses. Timothy is registered to provide investment advice in California and Texas. Timothy has previously worked for INDEPENDENT FINANCIAL GROUP, LLC and LPL FINANCIAL LLC.
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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CA
07/12/2019 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
07/19/2016 - 03/26/2019
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
04/25/2014 - 07/27/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
IA
Issued 05/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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