Thomas
Atkins

Lpl Financial LLC

CRD#2459496
Investment Advisor
in Dallas, TX
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About this Advisor

Thomas Atkins is a certified financial planner whose office is in Dallas, Texas. Currently a registered financial advisor at Lpl Financial LLC, they have gathered 13 years of practice as a financial advisor. Atkins has Series 63 and Series 66 licenses, which qualify them as a securities broker. Atkins is registered to advise clients based out of Minnesota. During their career, Atkins has held roles at Transamerica Capital Inc, Lpl Financial LLC and 360 Wealth Management, LLC. Lpl Financial LLC is based out of Dallas, Texas, and operates out of 8,011 additional offices throughout the United States. Overall, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 client accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 655,827 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Lpl Financial LLC can offer 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 63, Series 66, Certified Financial Planner

Years of Experience

13 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

Yes

Office Location

17300 Dallas Pkwy Ste 2065
Dallas, TX 75248-1139

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

TX Average: $16,012,751,954
Total Number of Employees

22,703

TX Average: 118
Total Number of Accounts

680,466

TX Average: 4,567
Average Account Size

$224,156

TX Average: $3,506,186

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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 Atkins Work History

Thomas has 13 years of experience.

2012 - Present (7 years)

360 Wealth Management, LLC

2009 - Present (10 years)

Lpl Financial LLC

2005 - 2009 (4 years)

Transamerica Capital Inc

Disclosures

Thomas Atkins has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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