Unclaimed
Timothy Risher is a financial advisor at LPL Financial LLC. Timothy has been working in the financial services industry since 1989. Timothy holds Series 7, Series 24, and Series 63 licenses and has a strong background in portfolio management and financial planning. Prior to joining LPL Financial LLC, Timothy worked at Investcorp, Inc. and Paine Webber Incorporated. Timothy is also a co-owner of RER PROPERTIES LLC, a farm in Scottsville, Kentucky. Timothy provides services to individuals, corporations, and businesses.
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
KY
06/17/2020 - Present
LPL Financial LLC (ALVATON KY)
KY
04/04/1996 - 06/08/2020
INVESTACORP, INC. (BOWLING GREEN KY)
NJ
05/23/1989 - 04/10/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 06/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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