Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Woodall is an investment advisor representative with LPL Financial LLC in NEWPORT BEACH, CA. Timothy has been working in the financial industry since October 1998, and has previous experience with firms like J.P. MORGAN SECURITIES LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, UBS FINANCIAL SERVICES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Timothy is registered in 27 states. Timothy is also a registered investment advisor in California and Texas.
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
CA
06/05/2024 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
09/14/2023 - 06/05/2024
J.P. MORGAN SECURITIES LLC (Newport Beach CA)
CA
09/02/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)
CA
01/28/2009 - 09/11/2015
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
CA
10/15/1998 - 01/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
IA
Issued 05/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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