Troy Robert Stansbury
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- BMO BankFeb 2025 to now
- LPL Financial LLCFeb 2025 to now
- U.S. Bancorp Investments, Inc.Jul 2022 to Feb 2025
- U.S. BankJul 2022 to Feb 2025
- Bank of America, N.A.Oct 2019 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Jun 2022
- TD Ameritrade Investment Management, LLCFeb 2018 to Oct 2019
- TD Ameritrade, Inc.Feb 2018 to Oct 2019
- ScottradeJun 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 5626798
- Firm CRD
- 6413