Tamilla Lynn Simpson
Investment adviser representative at LPL Financial LLC
25 yearsExperience
1 stateRegistered 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
25 years in the industry.
- LPL Financial LLCMar 2023 to now
- Thrivent FinancialOct 2020 to Feb 2023
- Thrivent Investment Management IncAug 2020 to Feb 2023
- Hobby LobbyMay 2020 to Jun 2020
- Montana Association for the BlindFeb 2020 to Aug 2020
- Precision CleaningDec 2019 to May 2020
- Express Employment ProfessionalsNov 2019 to Mar 2020
- Emerge SchoolSep 2017 to Dec 2017
- Intermountain Opera BozemanSep 2014 to Apr 2020
- Msu Guest ServicesAug 2013 to Dec 2017
- Big Sky InsulationsNov 2012 to Nov 2019
- Chromolume Creative LLCFeb 2012 to Aug 2020
- National Safety Associates (juice Plus)Jul 2001 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 4465027
- Firm CRD
- 6413