Timothy Ross Kip

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → Present
  Lpl Financial Llc
  Plant City, FL

Other Businesses

(1) 03/20/2001: Family Estate Advisors, Inc. - DBA for LPL Business (entity for LPL business)- inv rel - at reported business location(s) (2) 12/14/2005: Family Estate Advisors - inv rel - at reported business location(s) - Non-Variable Insurance - 25% of time spent - ins types: life, health, disability, long-term care, fixed annuities (3) 05/06/2008: FAMILY ESTATE ADVISORS - inv rel - 1106 N. Wheeler St., Plant City, FL 33565 - Real Estate Rental - 5% aof time spent (4) 06/29/2011: generationbabyboomer.com - inv rel - business owner - business owner - 1% of time spent - designing a website to encourage Social Security planning

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-06