Timothy Reid Bolinger

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Burlington, NC
• 11/2016 → 05/2021
  Wells Fargo Clearing Services, Llc
  Burlington, NC
• 05/2021 → Present
  Lpl Financial
  Burlington, NC

Previous Registrations

• 2001-12-31 → 2021-06-02
  Wells Fargo Clearing Services, Llc
  Graham, NC
  Mebane, NC
  Winston Salem, NC
  Burlington, NC
  Reidsville, NC
  Burlington, NC
  Burlington, NC

Other Businesses

1)05/20/2021 - Fisher Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2021 - 160 Hr/Mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-03
• S63 Uniform Securities Agent State Law Examination
  1997-11-24

Designations

• Certified Financial Planner