Brett Andrew Thompson
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCFeb 2024 to now
- Cadence BankFeb 2024 to now
- MML Investors Services, LLCMay 2020 to Feb 2024
- Massmutual Life InsuranceFeb 2020 to Feb 2024
- Lake Cormorant High SchoolAug 2019 to May 2020
- UnemployedJan 2018 to Aug 2019
- University of Tennessee - MartinMay 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MS, 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
- 7254623
- Firm CRD
- 6413