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Timothy L Barrett

LPl Financial LLC

Fort Mill, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2019-07-12
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2019-07-12

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group San Diego CA 07/2016 03/2019
Lpl Financial San Diego CA 03/2019 Present
  • 07/2016 → 03/2019
    Independent Financial Group
    San Diego, CA
  • 03/2019 → Present
    Lpl Financial
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-06
S63 Uniform Securities Agent State Law Examination 2019-01-22
  • S65 Uniform Investment Adviser Law Examination
    2019-05-06
  • S63 Uniform Securities Agent State Law Examination
    2019-01-22
Other Names
  • Timothy Lloyd Barrett

View on SEC IAPD

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Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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