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Timothy Milton Dean

Investment adviser representative at LPL Financial LLC
12 yearsExperience
4 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

12 years in the industry.

  1. LPL Financial LLCJul 2021 to now
  2. Gary ParsonsFeb 2019 to Jul 2021
  3. Nicholas BrinsonFeb 2019 to Jul 2021
  4. The Davino Agency IncJan 2019 to Jul 2021
  5. Michael DavinoJul 2017 to Jul 2021
  6. Alan NullJul 2017 to Feb 2019
  7. The Rotary Club of TallahasseeJul 2017 to Dec 2018
  8. Null Davino Group IncJan 2017 to Dec 2018
  9. BbshrmJan 2017 to Dec 2017
  10. Various Insurance Carriers for W&r Insurance AgenciesMar 2016 to Jul 2021
  11. Waddell & Reed IncMar 2016 to Jul 2021
  12. Animal Shelter FoundationApr 2014 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 4 states (AL, FL, GA, 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
4861766
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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