Mitchell Ashley Tomlinson
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCAug 2025 to now
- Allegacy Federal Credit UnionAug 2025 to now
- Winston Salem/forsyth County SchoolsAug 2024 to Aug 2025
- UnemployedJun 2024 to Aug 2024
- Anne Hill International SchoolAug 2022 to Jun 2024
- UnemployedJun 2022 to Aug 2022
- Winston Salem/forsyth County SchoolsAug 2017 to Jun 2022
- UnemployedMay 2017 to Aug 2017
- High Country Soccer AssociationAug 2015 to May 2017
- Appalachian State UniversityAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8145641
- Firm CRD
- 6413