Lpl Financial LLC
About this Advisor
Thomas Dunbar is an advisor in Missoula, Montana. Currently a registered financial advisor at Lpl Financial LLC, they have accrued 14 years of professional experience as a financial advisor. Dunbar maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Dunbar is able to serve investors based out of Montana. Dunbar has worked their career at Lpl Financial LLC. Lpl Financial LLC is headquartered in Missoula, Montana, and has 9,519 locations throughout the United States. In total, Lpl Financial LLC oversees $208 billion in assets throughout 892,326 accounts and retains more than 23,035 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 28% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Dunbar Work History
Thomas has 14 years of experience.
Lpl Financial, LLC
Thomas Dunbar has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL