Timothy John Halchuck
Investment adviser representative at LPL Financial LLC
35 yearsExperience
1 stateRegistered 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
35 years in the industry.
- LPL Financial LLCAug 2026 to now
- Ami Benefit Plan Administrators, Inc.Sep 2000 to now
- Ami Investment Advisory Services IncJan 1997 to now
- Ami Insurance Agency IncMay 1991 to now
- Newedge Advisors, LLC.Nov 2021 to Aug 2026
- Mid Atlantic Capital CorporationJun 2010 to Aug 2026
- Mid Atlantic Financial Management, IncJun 2010 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 2685823
- Firm CRD
- 6413