Timothy James Rodney
Investment adviser representative at LPL Financial LLC
20 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCJan 2026 to now
- Transamerica Financial Advisors, IncOct 2019 to Aug 2025
- Transamerica Financial Advisors, IncJan 2017 to May 2017
- LowesJul 2016 to Apr 2019
- World Financial Group, Inc.Apr 2016 to Aug 2025
- Timothy J Rodney EaJan 2006 to Jan 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1630009
- Firm CRD
- 6413