Todd Freeman Homer
Investment adviser representative at LPL Financial LLC
33 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
33 years in the industry.
- LPL Financial, LLCJul 2017 to now
- Financial Advocates Investment ManagementJul 2017 to now
- Trmr LLCNov 2007 to now
- Homer Inc.Jan 2004 to now
- Tlh R.E. Properties LLCSep 2014 to Jun 2021
- Various Insurance Carriers for W & R Insurance AgenciesMar 1993 to Jul 2017
- Waddell & Reed, Inc.Jan 1993 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2315918
- Firm CRD
- 6413