Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Creech is an investment advisor with over 37 years of experience in the financial industry. Timothy currently works with LPL Financial LLC and Independent Advisor Alliance, LLC. Timothy has earned multiple licenses and designations including Series 7, Series 63, and Series 66. Previous affiliations include National Planning Corporation and Washington Square Securities, Inc..
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
NC
01/22/2024 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
03/21/2003 - 11/29/2017
NATIONAL PLANNING CORPORATION (CHARLOTTE NC)
CT
12/11/1986 - 03/18/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
07/08/1987 - 12/19/1989
PENN MUTUAL EQUITY SERVICES, INC.
PA
06/19/1985 - 12/19/1989
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
BOTH
Issued 04/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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