Timothy Heath Tanner

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

• 04/2006 → Present
  Atm Merchant Services, Llc
  Marina Del Rey, CA
• 01/2015 → Present
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Pasadena, CA

Previous Registrations

• 2015-01-28 → 2025-06-05
  Western International Securities, Inc.
  Rancho Palos Verdes, CA
  Pasadena, CA
  Pasadena, CA
• 2010-04-15 → 2015-01-28
  Centaurus Financial, Inc.
  La Cananda Flintridge, CA
  Beverly Hills, CA
  Marina Del Rey, CA
  Anaheim, CA
  Anaheim, CA

Other Businesses

1) ATM Merchant Services, LLC; Non Investment-Related; ATM Machine Transaction Processing; Passive Partner; 1994 - Present; 1 hr/mo 2) Accident & Health, Life, and Variable Insurance; Investment-Related; Agent; 04/2015 - Present

Exams

• S66 Uniform Combined State Law Examination
  2008-07-25
• S63 Uniform Securities Agent State Law Examination
  1988-07-19

Other Names

• Tim Tanner