Tim Patrick Mcfillin

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

• 06/2008 → 09/2023
  Massmutual Financial Group
  Vienna, VA
• 01/2009 → 09/2023
  Mml Investors Services, Inc.
  Vienna, VA
• 10/2023 → Present
  Lpl Financial Llc
  Mclean, VA

Previous Registrations

• 2009-06-11 → 2023-09-13
  Mml Investors Services, Llc
  Mclean, VA

Other Businesses

1.10/05/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Medical Advisors Group; Investment Related; at Reported Business Location(s); Start Date 09/18/2023; 140hrs/mth; 35hrs during trading 2.10/05/2023; Timothy McFillin; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/18/2023; 32hrs/mth; 8hrs during trading 3.12/15/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Cottage Hill Capital; Investment Related; at Reported Business Location(s); Start Date 11/12/2025; 15hrs/mth; 5hrs during trading 4.05/18/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name AdvisorLink; Investment Related; at Reported Business Location(s); Start Date 09/01/2024; 160hrs/mth; 10hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-06-08
• S63 Uniform Securities Agent State Law Examination
  2009-02-17

Other Names

• Tim Mcfillin
• Timothy Patrick Mcfillin