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Tim is an Investment Adviser Representative with LPL Financial who specializes in Asset Management, Financial Planning, and Estate Conservation. He is a partner at Columbia Associates Financial Group after joining the firm in 2003. Tim graduated from Oregon State University with a Bachelor of Science degree in Communications in 1990. He currently holds Series 7, Series 63, and Series 66 registrations with LPL Financial, as well as insurance licenses in Life and Disability. Tim is currently registered with LPL Financial to do business in the states of Oregon, Washington, California, Arizona and Florida. He is a native of Oregon, grew up and went to college locally and moved back to Portland in 2000 after spending 8 years in Boston and Los Angeles in the television production business. Tim is married with 2 children, ages 15 and 19.
Email Mr. Smith at firstname.lastname@example.org.