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Timothy Page Chesser

Advisor at LPL Financial — Baltimore, MD

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Baltimore, MD

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Timothy Chesser is a CFP® professional working with LPL Financial in Baltimore, MD, with six years of industry experience. His prior roles include positions at Williams Asset Management, Commonwealth Financial Network, and Morgan Stanley. Outside of finance, he is a contracted pianist at the Church of the Nativity and also works as a piano instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services supported by research and model portfolios.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Baltimore, MD

Baltimore MD

Advisors at this office

8

Most active in

Maryland · South Carolina

Work history

7 years of industry experience

LPL Financial

2024 - Present • 2 years

Fort Mill, SC

Williams Asset Management

2023 - Present • 3 years

Columbia, MD

Commonwealth Financial Network

2023 - 2024 • 1 year

Waltham, MA

Morgan Stanley

2022 - 2023 • 1 year

Lutherville, MD

SC&H Financial Advisors, Inc.

2021 - 2022 • 1 year

Sparks, MD

Valic Financial Advisors

2019 - 2021 • 2 years

Linthicum, MD

Valic Financial Advisors

2019 - 2019 • 1 year

Linthicum, MD

Baltimore Premier Event Solutions

2018 - 2019 • 1 year

Middle River, MD

Buttonwood Financial Advisors

2018 - 2018 • 1 year

Baltimore, MD

Lutherville-Timonium Recreation Council

2016 - 2019 • 3 years

Timonium, MD

Church of the Nativity

2013 - Present • 13 years

Timonium, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael R

Series 65

Towson, MD

Legacy Financial Advisors

Michael Riley is a financial advisor at Legacy Financial Advisors with two years of industry experience. He holds a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Long-term care insurance Business ownership considerations Founder/Business Owner Executive

Michael H

CFP®, Series 63, Series 66

Ellicott City, MD

Forty W Advisors

Michael Hoffman is a CFP® with 18 years of industry experience, currently serving as Co-Managing Director of Forty W Advisors. He previously worked at Verdence Capital Advisors and held roles at Hightower Securities and Hightower Advisors. Forty W Advisors delivers comprehensive wealth management across three critical areas: financial administration, proactive tax-aware planning, and investment management with institutional access. Together, these services help align your personal wealth, family priorities, and business strategy into one coordinated plan, with the goal of reducing complexity and maximizing post-tax wealth.

Wealth management Equity compensation tax strategy Business sale tax planning Trust structures (GRAT, IDGT, revocable) Charitable giving tax strategies Self-Employed Executive Retired Mid-Career Professionals Established Professionals Retired

Scott L

Series 63, Series 65

Baltimore, MD

Equitable Advisors

Scott Latshaw is a financial advisor with Equitable Advisors, LLC in Baltimore, MD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Stifel Independent Advisors since 2011. Equitable Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses a collaborative planning process with proprietary market models to develop tailored asset allocation recommendations and provides a range of services under both brokerage and fiduciary agreements. Latshaw Wealth Management's low fee framework utilizes a flat 0.50% fee based on assets under management. A simple low fee designed to maximize long-term return potential.

General retirement planning Income planning Wealth management Active portfolio management Options & derivatives strategies Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Stanley L

Series 65

Baltimore, MD

DocEmpowered, LLC

Stanley Liu is the principal of DocEmpowered, LLC, a fee-only financial advisory firm based in Baltimore, MD. He holds a Series 65 designation and has one year of industry experience. Prior to founding DocEmpowered in 2023, he worked for eight years at the University of Maryland School of Medicine. In addition to his advisory role, Mr. Liu practices part-time as a non-invasive cardiologist. DocEmpowered, LLC provides comprehensive financial planning and consulting primarily for physicians and their adult household family members. The firm emphasizes long-term, passive investment strategies based on Modern Portfolio Theory and behavioral finance, offering project-based and ongoing services without discretionary management or custody of assets.

Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional
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James F

Series 63, Series 66

Towson, MD

Baltimore Avenue Investments, LLC

James Funck is the sole advisor at Baltimore Avenue Investments, LLC in Towson, MD, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Investors Security Co Inc since 2002 and founded Baltimore Avenue Investments in 2012. Baltimore Avenue Investments provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, including short sales, margin transactions, and options writing.

Active portfolio management Options & derivatives strategies General tax planning
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

Diepriye Briggs is a financial advisor at Gramel Capital Management LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Gramel Capital Management since 2008, with prior experience at Ameriprise Financial Services, Inc. and OGR Investment & Trust Co Ltd. Briggs also serves as a director of a Nigerian investment adviser. Gramel Capital Management serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning and discretionary portfolio management. The firm’s approach focuses on fundamental security analysis and a generally conservative strategy tailored to each client’s financial situation, risk tolerance, and time horizon.

General tax planning Wealth management Passive / index investing
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