Thomas Campbell Desousa
Investment adviser representative at LPL Financial LLC
10 yearsExperience
4 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
10 years in the industry.
- LPL Financial LLCJun 2022 to now
- Kmf AdvisorsJul 2021 to now
- Royal Alliance Associates, Inc.Nov 2021 to Jun 2022
- Pf Chang'sAug 2021 to Aug 2022
- Focus Financial Network IncJul 2021 to Jun 2022
- Jethro's JambalayaOct 2018 to Jan 2020
- Heartland Retirement GroupMay 2018 to Oct 2021
- Northwestern Mutual Investment Services LLCSep 2017 to Apr 2018
- Northwestern Mutual Life Insurance CompanySep 2017 to Apr 2018
- HomemakersApr 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (FL, IA, MN, 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
- 6820783
- Firm CRD
- 6413