Timothy Volker (CRD# 6822657) is an Investment Advisor Representative working at Lpl Financial LLC in Prescott, AZ and has over 6 years of experience in the finance industry.
CRD# 7052252
Lane Brothers Investment Counsel
CRD# 4881991
Yavapai Financial Planning, LLC
CRD# 3185060
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Phoenix, AZ | Aug 2021 - Current | 2 |
Flagstar Bank N.a. | Phoenix, AZ | Aug 2021 - Current | 2 |
Edward Jones | St Louis, MO | Apr 2018 - Jul 2021 | 3 |
Foresters Financial Services | Phoenix, AZ | Jul 2017 - Jan 2018 | < 1 |
Arizona State University | Tempe, AZ | Aug 2014 - Aug 2017 | 3 |
Up Events LLC | Phoenix, AZ | Jun 2015 - Jun 2017 | 2 |
Mastro's City Hall | Scottsdale, AZ | Jan 2015 - Jun 2017 | 2 |
Study Soup | Tempe, AZ | Jan 2016 - May 2016 | < 1 |
Protection 1 | Denver, CO | May 2015 - Aug 2015 | < 1 |
Sprouts Farmers Market | Phoenix, AZ | Mar 2013 - Oct 2014 | 1 |
Gateway Community College | Phoenix, AZ | Jan 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
S63 | Uniform Securities State Law Examination | Aug 2017 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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