Unclaimed
Timothy Barhorst is a financial advisor with LPL Financial LLC in Westerville, OH. Timothy has been in the financial services industry since 1995. Before joining LPL Financial LLC, Timothy was with Securities America, Inc., Securities Service Network, LLC, and Ameritas Investment Corp. Timothy holds Series 6, Series 26 and SIE licenses. Timothy specializes in providing financial planning, portfolio management and educational seminars.
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
OH
10/07/2020 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
09/18/2020 - 10/08/2020
SECURITIES AMERICA, INC. (Westerville OH)
OH
08/30/2016 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Westerville OH)
OH
08/22/2011 - 09/06/2016
AMERITAS INVESTMENT CORP. (WESTERVILLE OH)
OH
07/17/2002 - 08/12/2009
AMERITAS INVESTMENT CORP. (COLUMBUS OH)
FL
04/26/2000 - 07/09/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
06/06/1994 - 05/03/2000
WMA SECURITIES, INC. (DULUTH GA)
FL
10/25/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 07/12/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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