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Thomas Charles Stinson

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.

  1. LPL Financial LLCJun 2026 to now
  2. Harry's Chocolate ShopNov 2024 to Jul 2025
  3. Parabellum Security GroupSep 2024 to Jun 2026
  4. C.L. King & AssociatesJun 2024 to Aug 2024
  5. IesJan 2024 to Jun 2024
  6. Hamlin Capital ManagementJan 2024 to Jan 2024
  7. Cambridge WilkinsonAug 2023 to Dec 2023
  8. C.L. King & AssociatesJun 2023 to Aug 2023
  9. Marra's Italian DeliJun 2022 to Nov 2023
  10. Purdue UniversityAug 2021 to May 2025
  11. Dst BasketballJan 2018 to Jun 2026
  12. Gill St. Bernards SchoolAug 2017 to Jun 2021
  13. UnemployedJun 2017 to Aug 2017
  14. St. Pius X Middle SchoolJul 2016 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
7741926
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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