Thomas
Dunbar

Lpl Financial LLC

CRD#4148253
Investment Advisor
in Missoula, MT

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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

Series 66

Years of Experience

14 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2307 Stephens Ave #A
Missoula, MT 59801

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

MT Average: $646,059,043
Total Number of Employees

23,035

MT Average: 13
Total Number of Accounts

892,326

MT Average: 661
Average Account Size

$232,867

MT Average: $977,396

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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
  • Other

Thomas Dunbar Work History

Thomas has 14 years of experience.

2006 - Present (15 years)

Lpl Financial, LLC

Disclosures

Thomas Dunbar has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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