Carla W Thrasher
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCMay 2025 to now
- Allegacy Federal UnionNov 2024 to now
- Cuso Financial Services, LPNov 2024 to now
- Piedmont Advantage Credit UnionOct 2021 to Oct 2024
- Cuso Financial Services, LPMay 2017 to Oct 2024
- Allegacy Federal Credit UnionMay 2017 to Sep 2021
- MML Investors Services, LLCMar 2017 to May 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to May 2017
- Metlife Securities, Inc.May 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 5055829
- Firm CRD
- 6413