Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
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
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 Atkins Work History
Thomas has 13 years of experience.
360 Wealth Management, LLC
Lpl Financial LLC
Transamerica Capital Inc
Thomas Atkins has disclosures.
Please visit their SEC profile for more details.