Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tonya? Claim Your ProfileTonya Lynn Thompson is an investment advisor representative with LPL Financial LLC. Tonya has been in the securities industry since 1994. Tonya is licensed in 11 states and has passed several professional exams, including the Series 66, 63, 51, 24, 31, and 7 exams. Tonya provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other non-discretionary advisory services to clients.
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
OR
05/08/2003 - Present
LPL Financial LLC (SUTHERLIN OR)
OR
02/01/1994 - 02/13/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 05/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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