Timothy Page Chesser
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
13 years in the industry.
- LPL Financial LLCDec 2024 to now
- Williams Asset ManagementAug 2023 to now
- Church of the NativityApr 2013 to now
- Commonwealth Financial NetworkAug 2023 to Oct 2024
- Morgan StanleyOct 2022 to Aug 2023
- Sc&h Financial Advisors, Inc.Sep 2021 to Aug 2022
- Valic Financial AdvisorsJan 2019 to Sep 2021
- Baltimore Premier Event SolutionsNov 2018 to Jan 2019
- Buttonwood Financial AdvisorsJan 2018 to Aug 2018
- Lutherville-timonium Recreation CouncilJun 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, SC).
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
- 7048424
- Firm CRD
- 6413