About Tim Bober
Tim began his career as a financial advisor with AXA Equitable in 1989. He spent fourteen years selling clients with investment and insurance products, and then chose to become a financial consultant with LPL Financial, the largest independent broker/dealer in the United States.* He focuses on providing individuals and families with sound investment advice and strategic guidance for retirement planning.
Tim believes that trust between client and advisor is critical, and works hard to develop a trusting relationship with all of his clients. He enjoys one-on-one interaction with his clients, which helps him provide education and investment advice tailored to each client's specific situation. His years of experience allow him to provide his clients with the insight and portfolio management that enables them to pursue their own unique financial goals.
Tim's professional designation include a Series 7 securities registration, held with LPL Financial. From his fourteen years with AXA Equitable, Tim also has a comprehensive understanding of insurance and annuity products. He is licensed to sell health, disability and long term care insurance.
Prior to his career as a financial advisor, Tim was a regional manager with the chemical division of Sherwin-Williams, obtaining the President's Circle of Excellence twice in his career (the highest award given by Sherwin Williams).
He was a financial advisor in AXA Equitable prior to joining LPL Financial in 2003. As a Financial Advisor, Tim has achieved LPL's Director's club status from 2012 through 2016, an award based on annual production ranking.
Tim and his wife Sharon have been St. Charles residents since 1986. They enjoy visiting with their two grown daughters. In his free time, Tim can be found on the tennis court or golf course. His community involvement has included the St. Charles Breakfast Rotary, and he currently serves as president of the St. Charles Cemetery Board.
*As reported in Financial Planning Magazine, 1996-2016, based on total revenue.