Tim Gardner

Tim Gardner, AIF®
LPL Financial Advisor

Tim brings clients more than 18 years of experience with retirement plans and retirement planning. Prior to joining LPL Financial, LLG Financial and the Retirement Geeks network, Tim was in charge of compliance and operations and was also a Pension/401k consultant at Charles Schwab, Lincoln National, and Merrill Lynch. At Charles Swab, Tim was twice awarded to the Chairman's club for outstanding customer service and business growth. Currently with LPL Financial he has earned membership in LPL's Retirement Plan Consulting Group (one of less than 500 advisors nationwide) by proving he is an experienced specialist with the ability to help improve almost any aspect of a company's retirement plan.

Tim received his Bachelors in Economics from Miami University before finding his passion for retirement plans. With his many investment registrations with LPL Financial (series 7, 63, 65, 9, & 10) as well as having his Life, Health, and Disability insurance licenses, Tim shares a wealth of knowledge nationwide, especially with his Washington, DC and Triangle, NC client base. Additionally, Tim has also earned the Accredited Investment Fiduciary® (AIF®) professional designation which represents him having a thorough knowledge of and ability to apply fiduciary practices to retirement plans, trusts and foundations.

Tim spends his free time actively participating in competitive swimming (he swam for the University of Michigan and coached swimming from youth levels to high school and up to National levels). When he isn't spending time with clients or his three daughters, Tim is enjoying time with his wife, Michele and they both work to support local artists as well as the non-profit visual arts center, Art Space in Raleigh, NC.

Securities, fee-based, and asset management services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent brokerage firm.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2011.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: Alabama, Arkansas, California, Colorado, Florida, Iowa, Indiana, Massachusetts, North Carolina, New Jersey, New York, Ohio, South Carolina, and Virginia.

LLG Financial Wealth Management & Planning is independent of LPL Financial.