Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamilla? Claim Your ProfileTamilla Lynn Simpson is a financial advisor with LPL Financial LLC in Manhattan, Montana. Tamilla has been a registered representative for over 16 years and has held licenses in multiple states. Tamilla's previous experience includes roles at Thrivent Investment Management Inc., Northwestern Mutual Investment Services, LLC, Stifel, Nicolaus & Company, Incorporated, and Charles Schwab & Co., Inc.. Tamilla Simpson works with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Tamilla offers a range of financial services, including financial planning, portfolio management, and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MT
03/16/2023 - Present
LPL Financial LLC (MANHATTAN MT)
MT
11/03/2020 - 02/22/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Bozeman MT)
MT
03/13/2012 - 10/02/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOZEMAN MT)
MT
04/19/2011 - 12/21/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOZEMAN MT)
CA
07/04/2007 - 09/20/2010
CHARLES SCHWAB & CO., INC. (SAN MATEO CA)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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