Timothy Gavin Dabrieo
Investment adviser representative at LPL Financial LLC
19 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
19 years in the industry.
- LPL Financial LLCJul 2021 to now
- Nottingham Youth AssociationOct 2019 to Jul 2021
- Sage Wealth Partners LLCOct 2019 to Jul 2021
- Seacoast Human Resources AssociationOct 2019 to Jul 2021
- Hr State Council of New HampshireJan 2019 to Jul 2021
- Town of NottinghamSep 2018 to Jul 2021
- The Chamber Collaborative of Greater PortsmouthApr 2018 to Dec 2018
- Hr State Council of New HampshireJan 2017 to Dec 2018
- Greater Portsmouth Chamber of CommerceSep 2015 to Jul 2017
- Hr State Council of New HampshireJul 2012 to Dec 2016
- Portsmouth Chamber of CommerceJul 2012 to Dec 2016
- Cash Coalition of Southeastern New HampshireSep 2011 to Dec 2018
- Seacoast Human Resources AssociationDec 2010 to Jul 2017
- Various Insurance Carriers for W & R Insurance AgenciesNov 2007 to Jul 2021
- Waddell & Reed, Inc.Aug 2007 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 5408102
- Firm CRD
- 6413