Lpl Financial LLC
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About this Advisor
Tommy Bentley is a certified financial planner working in Roseburg, Oregon with a total of 6 years of industry experience. Bentley is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Tom Bentley, Sole Proprietor, National Planning Corporation and Lpl Financial LLC. Bentley maintains a Series 63 license, certifying them as a securities representative, and is approved to advise clients in Arizona, California, Colorado, Nevada, Oregon, Texas and Virginia. Lpl Financial LLC is an advisory firm that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 people on staff. It controls $368 billion in total assets among its 1,688,501 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm offers a broad set of services, including 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Lpl Financial LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Tommy Bentley Work History
Tommy has been registered as a financial advisor for 6 years.*
Lpl Financial LLC
Tom Bentley, Sole Proprietor
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Tommy Bentley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
San Diego, CA
Fort Mill, SC
Commerce Twp, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.